TWPM
EXK

Total Wealth Planning & Management’s Endeavour Silver EXK Stock Holding History

Total Wealth Planning & Management’s Portfolio EXK Stock Details EXK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,300
Closed -$68.4K – 221
2025
Q4 		$68.4K Buy
+5,300
New +$44.9K 0.05% 205

Other funds holding EXK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Total Wealth Planning & Management's EXK Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Endeavour Silver (EXK) in Q1 2026, closing a stake of 8,600 shares — an estimated $80.8K sold.

Total Wealth Planning & Management first reported a position in EXK in Q4 2025 and held it in 1 quarter. The position peaked at $80.8K in Q4 2025. 214 funds tracked by Wall St. Rank hold EXK as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Endeavour Silver position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 8,600 Endeavour Silver shares in Q1 2026, an estimated $80.8K.
  • Total Wealth Planning & Management first reported a position in Endeavour Silver in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Endeavour Silver position peaked at $80.8K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Endeavour Silver as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.