Cadence Wealth Management LLC SLV Holdings History
Cadence Wealth Management LLC's iShares Silver Trust Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 709,110.00 shares of iShares Silver Trust(SLV), totaling $21.98 Mil. This investment constitutes 16.24% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.14% of the outstanding iShares Silver Trust(SLV) stock.
The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 9 purchases of SLV, at an average price of $23.72, for a total of 1.51 Mil shares. In addition, there have been 7 sales at an average price of $22.73 for 805,859.00 shares. Based on historical transaction data and SLV's current price of $34.61, Cadence Wealth Management LLC's estimated gain on his SLV holdings is $6.93 Mil, reflecting a 19.27% gain to date.
Cadence Wealth Management LLC SLV ($34.61) Holding Chart
Cadence Wealth Management LLC SLV ($34.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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