Wipfli Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$38K	Buy	+2,150	New	+$38.1K	﹤0.01%	1246

Other funds holding SLV

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

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

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

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wipfli Financial Advisors's SLV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Silver Trust (SLV) in Q3 2022: 2,150 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1246 among its holdings.

666 funds tracked by Wall St. Rank hold SLV as of Q3 2022.

Wipfli Financial Advisors held 2,150 shares of iShares Silver Trust worth $38K as of Q3 2022.
iShares Silver Trust was a new Wipfli Financial Advisors position in Q3 2022.
iShares Silver Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1246 holding.
666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.