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WR Wealth Planners’s iShares Silver Trust SLV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$69.3K Hold
2,633
– – 0.02% 284
2024
Q3 		$74.8K Hold
2,633
– – 0.02% 290
2024
Q2 		$70K Hold
2,633
– – 0.02% 293
2024
Q1 		$59.9K Buy
+2,633
New +$56.2K 0.02% 309
2023
Q4 		– Sell
-2,500
Closed -$50.9K – 748
2023
Q3 		$50.9K Hold
2,500
– – 0.02% 314
2023
Q2 		$52.2K Hold
2,500
– – 0.02% 310
2023
Q1 		$55.3K Buy
+2,500
New +$51.8K 0.02% 308

Other funds holding SLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

WR Wealth Planners held its iShares Silver Trust (SLV) position steady in Q4 2024 at 2,633 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #284.

WR Wealth Planners first reported a position in SLV in Q1 2023 and has held it in 7 quarters since. The position peaked at $74.8K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • WR Wealth Planners held 2,633 shares of iShares Silver Trust worth $69.3K as of Q4 2024.
  • WR Wealth Planners left its iShares Silver Trust share count unchanged in Q4 2024.
  • iShares Silver Trust made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #284 holding.
  • WR Wealth Planners first reported a position in iShares Silver Trust in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's iShares Silver Trust position peaked at $74.8K in Q3 2024.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

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