WR Wealth Planners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

WR Wealth Planners’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	$113K	Hold	4,084	–	–	0.04%	216
2024 Q3	$121K	Hold	4,084	–	–	0.03%	242
2024 Q2	$114K	Hold	4,084	–	–	0.03%	232
2024 Q1	$97.2K	Buy	+4,084	New	+$91.3K	0.03%	258
2023 Q4	–	Sell	-4,084	Closed	-$86.8K	–	744
2023 Q3	$86.8K	Hold	4,084	–	–	0.03%	263
2023 Q2	$89.2K	Buy	4,084 +84	+2%	+$1.95K	0.03%	258
2023 Q1	$92.4K	Buy	+4,000	New	+$86.5K	0.04%	243

Other funds holding SIVR

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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 $498M AUM 26.46% 1-Year Est. Return

WR Wealth Planners's SIVR Position: Q4 2024 in Review

WR Wealth Planners held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q4 2024 at 4,084 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #216.

WR Wealth Planners first reported a position in SIVR in Q1 2023 and has held it in 7 quarters since. The position peaked at $121K in Q3 2024. 207 funds tracked by Wall St. Rank hold SIVR as of Q4 2024.

WR Wealth Planners held 4,084 shares of abrdn Physical Silver Shares ETF worth $113K as of Q4 2024.
WR Wealth Planners left its abrdn Physical Silver Shares ETF share count unchanged in Q4 2024.
abrdn Physical Silver Shares ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #216 holding.
WR Wealth Planners first reported a position in abrdn Physical Silver Shares ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's abrdn Physical Silver Shares ETF position peaked at $121K in Q3 2024.
207 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.