Primoris Wealth Advisors, LLC I Shares Silver Trust Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 20,579 shares of SLV stock, worth $572,301. This represents 0.42% of its overall portfolio holdings.

Number of Shares
20,579
Previous 32,719 37.1%
Holding current value
$572,301
Previous $869,000 32.8%
% of portfolio
0.42%
Previous 0.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$24.33 - $29.38 $295,366 - $356,673
-12,140 Reduced 37.1%
20,579 $584,000
Q2 2024

Aug 01, 2024
BUY
$22.86 - $29.27 $320,611 - $410,511
14,025 Added 75.02%
32,719 $869,000
Q1 2024

May 07, 2024
SELL
$20.2 - $23.29 $127,522 - $147,029
-6,313 Reduced 25.24%
18,694 $425,000
Q4 2023

Feb 15, 2024
SELL
$19.25 - $23.33 $23,908 - $28,975
-1,242 Reduced 4.73%
25,007 $544,000
Q3 2023

Oct 31, 2023
SELL
$20.34 - $23.1 $410,359 - $466,042
-20,175 Reduced 43.46%
26,249 $533,000
Q2 2023

Aug 03, 2023
BUY
$20.53 - $23.94 $306,615 - $357,543
14,935 Added 47.43%
46,424 $969,000
Q1 2023

Apr 25, 2023
BUY
$18.4 - $22.33 $15,087 - $18,310
820 Added 2.67%
31,489 $696,000
Q4 2022

Feb 03, 2023
SELL
$16.81 - $22.24 $11,094 - $14,678
-660 Reduced 2.11%
30,669 $675,000
Q3 2022

Oct 20, 2022
SELL
$16.38 - $19.17 $355,265 - $415,778
-21,689 Reduced 40.91%
31,329 $543,000
Q2 2022

Jul 29, 2022
SELL
$18.64 - $23.87 $3.02 Million - $3.86 Million
-161,794 Reduced 75.32%
53,018 $984,000
Q1 2022

Apr 29, 2022
BUY
$20.51 - $24.45 $4.41 Million - $5.25 Million
214,812 New
214,812 $4.92 Million

Others Institutions Holding SLV

# of Institutions
1,069
Shares Held
139M
Call Options Held
172M
Put Options Held
61.6M
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 $14.6B
More about SLV
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email