Number of Shares
97,768.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
2.28%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
48.97%

Custom Portfolio Group LLC's iShares Silver Trust Holding Summary

As of 2024-06-30, Custom Portfolio Group LLC held 97,768.00 shares of iShares Silver Trust(SLV), totaling $2.55 Mil. This investment constitutes 2.28% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares Silver Trust(SLV) stock.

The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $22.67 for 18,001.00 shares. Based on historical transaction data and SLV's current price of $33.38, Custom Portfolio Group LLC's estimated gain on his SLV holdings is $1.21 Mil, reflecting a 48.97% gain to date.

Custom Portfolio Group LLC SLV ($33.38) Holding Chart

Custom Portfolio Group LLC SLV ($33.38) 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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