Kingswood Wealth Advisors, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,880 shares of SMH stock, worth $3.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

13,880

Previous 11,636 19.28%

Holding current value

$3.7 Million

Previous $2.86 Billion 17.43%

% of portfolio

0.25%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$238.25 - $261.28 $534,633 - $586,312	2,244 Added 19.28%	13,880 $3.36 Billion
Q3 2024 Oct 21, 2024	SELL	$211.47 - $281.27 $309,592 - $411,779	-1,464 Reduced 11.18%	11,636 $2.86 Billion
Q2 2024 Jul 09, 2024	BUY	$199.21 - $276.76 $785,086 - $1.09 Million	3,941 Added 43.03%	13,100 $3.42 Billion
Q1 2024 Apr 15, 2024	BUY	$164.99 - $234.17 $3,794 - $5,385	23 Added 0.25%	9,159 $2.06 Billion
Q4 2023 Jan 16, 2024	BUY	$137.46 - $175.86 $267,359 - $342,047	1,945 Added 27.05%	9,136 $1.6 Billion
Q3 2023 Oct 23, 2023	BUY	$140.7 - $160.62 $623,863 - $712,189	4,434 Added 160.83%	7,191 $1.27 Billion
Q2 2023 Aug 09, 2023	BUY	$122.9 - $261.69 $338,835 - $721,479	2,757 New	2,757 $420 Million

Others Institutions Holding SMH

# of Institutions

1,031

Shares Held

46.1M

Call Options Held

21.9M

Put Options Held

41M

View Full List

About VANECK ETF TR SEMICONDUCTOR ET

Ticker SMH
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Vaneck ETF Tr Semiconductor Et Transaction History