A detailed history of Exencial Wealth Advisors, LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 9,195 shares of SLV stock, worth $422,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,195
Previous 7,093 29.63%
Holding current value
$422,602
Previous $232,000 67.67%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$32.73 - $42.5 $68,798 - $89,335
2,102 Added 29.63%
9,195 $389,000
Q2 2025

Jul 30, 2025

BUY
$27.08 - $33.74 $1,354 - $1,687
50 Added 0.71%
7,093 $232,000
Q1 2025

May 09, 2025

SELL
$26.93 - $31.32 $20,197 - $23,490
-750 Reduced 9.62%
7,043 $218,000
Q4 2024

Feb 06, 2025

BUY
$26.33 - $31.74 $205,189 - $247,349
7,793 New
7,793 $205,000

Others Institutions Holding SLV

About iShares Silver Trust


  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $24.1B
More about SLV
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