Circle Wealth Management, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Circle Wealth Management, LLC holds 3,396 shares of SMH stock, worth $832,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,396
Previous 2,586 31.32%
Holding current value
$832,020
Previous $674,000 23.59%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$211.47 - $281.27 $171,290 - $227,828
810 Added 31.32%
3,396 $833,000
Q2 2024

Aug 13, 2024
BUY
$199.21 - $276.76 $515,157 - $715,701
2,586 New
2,586 $674,000

Others Institutions Holding SMH

# of Institutions
1,081
Shares Held
47.3M
Call Options Held
22M
Put Options Held
41.8M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

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

Track Circle Wealth Management, LLC Portfolio

Follow Circle 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email