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RAFFA WEALTH MANAGEMENT, LLC’s iShares Silver Trust SLV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-190
Closed -$4.67K – 1111
2020
Q4 		$4.67K Buy
+190
New +$4.32K ﹤0.01% 372
2020
Q3 		– Sell
-243
Closed -$4.13K – 904
2020
Q2 		$4.13K Buy
+243
New +$3.71K ﹤0.01% 349

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SLV Position: Q1 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Silver Trust (SLV) in Q1 2021, closing a stake of 190 shares — an estimated $4.67K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SLV in Q2 2020 and held it in 2 quarters. The position peaked at $4.67K in Q4 2020. 715 funds tracked by Wall St. Rank hold SLV as of Q1 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Silver Trust position as of Q1 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 190 iShares Silver Trust shares in Q1 2021, an estimated $4.67K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Silver Trust in Q2 2020 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Silver Trust position peaked at $4.67K in Q4 2020.
  • 715 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2021, filed 27 Jul 2026.