Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 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 131,811 shares of SEMI stock, worth $3.43 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
131,811
Previous 136,021
3.1%
Holding current value
$3.43 Million
Previous $3.5 Million
3.37%
% of portfolio
0.36%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding SEMI
# of Institutions
18Shares Held
1.06MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16.7 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE158KShares$4.11 Million0.57% of portfolio
-
Fermata Advisors, LLC Sonoma, CA37.2KShares$969,6850.19% of portfolio
-
Next Level Private LLC Harrison, NY18.3KShares$475,9850.2% of portfolio
-
Janney Montgomery Scott LLC15.4KShares$400,2840.0% of portfolio