Cassady Schiller Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 33 shares of SOXX stock, worth $7,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 33 -0.0%
Holding current value
$7,378
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$216.76 - $689.6 $4,768 - $15,171
22 Added 200.0%
33 $7,000
Q4 2022

Feb 13, 2023
BUY
$99.56 - $388.03 $1,095 - $4,268
11 New
11 $3,000

Others Institutions Holding SOXX

# of Institutions
807
Shares Held
51.2M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email