Williams & Novak, LLC SLV Holdings History

Number of Shares
71,699.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
2.15%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
56.22%

Williams & Novak, LLC's iShares Silver Trust Holding Summary

As of 2025-03-31, Williams & Novak, LLC held 71,699.00 shares of iShares Silver Trust(SLV), totaling $2.20 Mil. This investment constitutes 2.15% of their stock portfolio, and Williams & Novak, LLC now holds 0.01% of the outstanding iShares Silver Trust(SLV) stock.

The initial trade took place in 2023Q4. And since then Williams & Novak, LLC has made 1 purchases of SLV, at an average price of $21.73, for a total of 91,679.00 shares. In addition, there have been 3 sales at an average price of $27.91 for 19,980.00 shares. Based on historical transaction data and SLV's current price of $35.64, Williams & Novak, LLC's estimated gain on his SLV holdings is $1.12 Mil, reflecting a 56.22% gain to date.

Williams & Novak, LLC SLV ($35.64) Holding Chart

Williams & Novak, LLC SLV ($35.64) 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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