Custom Portfolio Group LLC SLV Holdings History
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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