A detailed history of Concord Wealth Partners transactions in I Shares Silver Trust stock. As of the latest transaction made, Concord Wealth Partners holds 2,225 shares of SLV stock, worth $64,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,225
Previous 2,225 -0.0%
Holding current value
$64,213
Previous $50,000 18.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2024

SELL
$20.2 - $23.29 $16,160 - $18,632
-800 Reduced 26.45%
2,225 $50,000
Q1 2023

Apr 26, 2023

SELL
$18.4 - $22.33 $2,134 - $2,590
-116 Reduced 3.69%
3,025 $66,000
Q4 2022

Jan 27, 2023

BUY
$16.81 - $22.24 $52,800 - $69,855
3,141 New
3,141 $69,000
Q2 2022

Aug 04, 2022

BUY
$18.64 - $23.87 $14,912 - $19,096
800 Added 28.29%
3,628 $68,000
Q4 2021

Jan 21, 2022

BUY
$20.3 - $23.42 $45,167 - $52,109
2,225 Added 368.99%
2,828 $61,000
Q4 2020

Feb 16, 2021

BUY
$21.05 - $24.76 $12,693 - $14,930
603 New
603 $15,000

Others Institutions Holding SLV

About iShares Silver Trust


  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $15.1B
More about SLV
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.