A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in I Shares Silver Trust stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 9,247 shares of SLV stock, worth $406,960. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,247
Previous 17,810 48.08%
Holding current value
$406,960
Previous $552 Million 45.03%
% of portfolio
0.24%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$27.08 - $33.74 $231,886 - $288,915
-8,563 Reduced 48.08%
9,247 $303 Million
Q1 2025

May 09, 2025

BUY
$26.93 - $31.32 $474,506 - $551,858
17,620 Added 9273.68%
17,810 $552 Million
Q4 2024

Jan 28, 2025

BUY
$26.33 - $31.74 $5,002 - $6,030
190 New
190 $5 Million

Others Institutions Holding SLV

About iShares Silver Trust


  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $23.1B
More about SLV
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.