A detailed history of Sound View Wealth Advisors Group, LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 24,904 shares of SLV stock, worth $735,664. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,904
Previous 17,429 42.89%
Holding current value
$735,664
Previous $396,000 66.92%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Aug 05, 2024

BUY
$22.86 - $29.27 $170,878 - $218,793
7,475 Added 42.89%
24,904 $661,000
Q1 2024

May 09, 2024

BUY
$20.2 - $23.29 $11,594 - $13,368
574 Added 3.41%
17,429 $396,000
Q4 2023

Feb 08, 2024

BUY
$19.25 - $23.33 $99,099 - $120,102
5,148 Added 43.97%
16,855 $367,000
Q3 2023

Nov 07, 2023

SELL
$20.34 - $23.1 $8,929 - $10,140
-439 Reduced 3.61%
11,707 $238,000
Q2 2023

Aug 08, 2023

BUY
$20.53 - $23.94 $9,012 - $10,509
439 Added 3.75%
12,146 $253,000
Q1 2023

May 12, 2023

BUY
$18.4 - $22.33 $215,408 - $261,417
11,707 New
11,707 $258,000

Others Institutions Holding SLV

About iShares Silver Trust


  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $15.5B
More about SLV
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, 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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.