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WealthPlan Investment Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

WealthPlan Investment 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
2024
Q4 		– Sell
-10,541
Closed -$314K – 280
2024
Q3 		$314K Buy
10,541
+1,180
+13% +$33.2K 0.03% 200
2024
Q2 		$261K Buy
+9,361
New +$258K 0.04% 164

Other funds holding SIVR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

WealthPlan Investment Management's SIVR Position: Q4 2024 in Review

WealthPlan Investment Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2024, closing a stake of 10,541 shares — an estimated $314K sold.

WealthPlan Investment Management first reported a position in SIVR in Q2 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 207 funds tracked by Wall St. Rank hold SIVR as of Q4 2024.

  • WealthPlan Investment Management reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,541 abrdn Physical Silver Shares ETF shares in Q4 2024, an estimated $314K.
  • WealthPlan Investment Management first reported a position in abrdn Physical Silver Shares ETF in Q2 2024 and held it in 2 quarters.
  • WealthPlan Investment Management's abrdn Physical Silver Shares ETF position peaked at $314K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.