Wealth Plan Partners, LLC I Shares Silver Trust Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 8,862 shares of SLV stock, worth $255,757. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,862
Previous 8,862 -0.0%
Holding current value
$255,757
Previous $202 Million 16.79%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$20.2 - $23.29 $179,012 - $206,395
8,862 New
8,862 $202 Million
Q2 2023

Jul 31, 2023
SELL
$20.53 - $23.94 $2,196 - $2,561
-107 Reduced 1.29%
8,213 $172 Million
Q1 2023

May 10, 2023
SELL
$18.4 - $22.33 $57,959 - $70,339
-3,150 Reduced 27.46%
8,320 $184 Million
Q4 2022

Feb 16, 2023
SELL
$16.81 - $22.24 $25,013 - $33,093
-1,488 Reduced 11.48%
11,470 $231 Million
Q1 2022

May 03, 2022
SELL
$20.51 - $24.45 $21,535 - $25,672
-1,050 Reduced 7.5%
12,958 $273,000
Q3 2021

Dec 09, 2021
BUY
$19.95 - $24.55 $18,653 - $22,954
935 Added 7.15%
14,008 $287,000
Q2 2021

Aug 19, 2021
BUY
$23.04 - $26.19 $22,302 - $25,351
968 Added 8.0%
13,073 $286,000
Q1 2021

May 11, 2021
BUY
$22.26 - $26.76 $49,528 - $59,541
2,225 Added 22.52%
12,105 $298,000
Q4 2020

Feb 09, 2021
BUY
$21.05 - $24.76 $207,974 - $244,628
9,880 New
9,880 $241,000

Others Institutions Holding SLV

# of Institutions
1,013
Shares Held
122M
Call Options Held
126M
Put Options Held
61.5M
View Full List

About iShares Silver Trust

SLV Quotes by TradingView
  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $15.1B
More about SLV
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