Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Columbia ETF Tr I Seligman Sem stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 136,021 shares of SEMI stock, worth $3.65 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
136,021
Previous 135,463
0.41%
Holding current value
$3.65 Million
Previous $3.7 Million
5.3%
% of portfolio
0.38%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding SEMI
# of Institutions
18Shares Held
1.06MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$17.2 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE171KShares$4.58 Million0.59% of portfolio
-
Fermata Advisors, LLC Sonoma, CA39.7KShares$1.06 Million0.21% of portfolio
-
Next Level Private LLC Harrison, NY17.7KShares$475,1530.2% of portfolio
-
Janney Montgomery Scott LLC13.3KShares$358,1780.0% of portfolio