Kingswood Wealth Advisors, LLC I Shares Silver Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 40,297 shares of SLV stock, worth $1.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
40,297
Previous 32,305 24.74%
Holding current value
$1.18 Million
Previous $735 Million 45.68%
% of portfolio
0.1%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$22.86 - $29.27 $182,697 - $233,925
7,992 Added 24.74%
40,297 $1.07 Billion
Q1 2024

Apr 15, 2024
SELL
$20.2 - $23.29 $38,986 - $44,949
-1,930 Reduced 5.64%
32,305 $735 Million
Q4 2023

Jan 16, 2024
BUY
$19.25 - $23.33 $416,858 - $505,211
21,655 Added 172.14%
34,235 $746 Million
Q3 2023

Oct 23, 2023
SELL
$20.34 - $23.1 $27,459 - $31,185
-1,350 Reduced 9.69%
12,580 $539 Million
Q2 2023

Aug 09, 2023
BUY
$20.53 - $23.94 $285,982 - $333,484
13,930 New
13,930 $291 Million

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 $15.4B
More about SLV
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email