Avidian Wealth Solutions, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,475 shares of SMH stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,475

Previous 2,738 63.44%

Holding current value

$1.04 Million

Previous $672,000 61.16%

% of portfolio

0.05%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$238.25 - $261.28 $413,840 - $453,843	1,737 Added 63.44%	4,475 $1.08 Million
Q3 2024 Oct 30, 2024	BUY	$211.47 - $281.27 $216,968 - $288,583	1,026 Added 59.93%	2,738 $672,000
Q2 2024 Aug 06, 2024	SELL	$199.21 - $276.76 $49,802 - $69,190	-250 Reduced 12.74%	1,712 $446,000
Q1 2024 May 03, 2024	BUY	$164.99 - $234.17 $13,199 - $18,733	80 Added 4.25%	1,962 $441,000
Q4 2023 Feb 06, 2024	BUY	$137.46 - $175.86 $258,699 - $330,968	1,882 New	1,882 $329,000
Q1 2022 May 10, 2022	SELL	$119.35 - $157.8 $2.18 Million - $2.88 Million	-18,280 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$124.9 - $158.28 $7,494 - $9,496	60 Added 0.33%	18,280 $5.65 Million
Q3 2021 Nov 10, 2021	BUY	$123.4 - $137.93 $99,583 - $111,309	807 Added 4.63%	18,220 $4.67 Million
Q2 2021 Aug 09, 2021	BUY	$111.82 - $131.12 $181,931 - $213,332	1,627 Added 10.31%	17,413 $4.57 Million
Q1 2021 May 05, 2021	BUY	$108.11 - $128.06 $1.71 Million - $2.02 Million	15,786 New	15,786 $3.85 Million

Others Institutions Holding SMH

# of Institutions

1,108

Shares Held

48.5M

Call Options Held

21.1M

Put Options Held

30.1M

View Full List

About VANECK ETF TR SEMICONDUCTOR ET

Ticker SMH
Sector ETFs
Industry ETFs

More about SMH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Vaneck ETF Tr Semiconductor Et Transaction History