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VisionPoint Advisory Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

VisionPoint Advisory Group’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
-547
Closed -$11.6K – 867
2023
Q3 		$11.6K Buy
+547
New +$12.4K 0.01% 433

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
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

VisionPoint Advisory Group's SIVR Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2023, closing a stake of 547 shares — an estimated $11.6K sold.

VisionPoint Advisory Group first reported a position in SIVR in Q3 2023 and held it in 1 quarter. The position peaked at $11.6K in Q3 2023. 158 funds tracked by Wall St. Rank hold SIVR as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 547 abrdn Physical Silver Shares ETF shares in Q4 2023, an estimated $11.6K.
  • VisionPoint Advisory Group first reported a position in abrdn Physical Silver Shares ETF in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's abrdn Physical Silver Shares ETF position peaked at $11.6K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.