Tradition Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Tradition Wealth Management’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,164	Closed	-$46K	–	1357
2023 Q3	$46K	Hold	2,164	–	–	0.01%	627
2023 Q2	$47K	Hold	2,164	–	–	0.01%	643
2023 Q1	$50K	Hold	2,164	–	–	0.01%	605
2022 Q4	$50K	Hold	2,164	–	–	0.01%	527
2022 Q3	$40K	Sell	2,164 -250	-10%	-$4.62K	0.01%	568
2022 Q2	$47K	Hold	2,414	–	–	0.01%	470
2022 Q1	$58K	Hold	2,414	–	–	0.01%	479
2021 Q4	$54K	Hold	2,414	–	–	0.01%	513
2021 Q3	$52K	Hold	2,414	–	–	0.01%	499
2021 Q2	$61K	Buy	2,414 +370	+18%	+$9.54K	0.01%	487
2021 Q1	$48K	Buy	2,044 +1,731	+553%	+$43.8K	0.01%	446
2020 Q4	$8K	Buy	+313	New	+$7.4K	﹤0.01%	786

Other funds holding SIVR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Tradition Wealth Management's SIVR Position: Q4 2023 in Review

Tradition Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2023, closing a stake of 2,164 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in SIVR in Q4 2020 and held it in 12 quarters. The position peaked at $61K in Q2 2021. 158 funds tracked by Wall St. Rank hold SIVR as of Q4 2023.

Tradition Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 2,164 abrdn Physical Silver Shares ETF shares in Q4 2023, an estimated $46K.
Tradition Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's abrdn Physical Silver Shares ETF position peaked at $61K in Q2 2021.
158 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.