Concentric Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 2,745 shares of SOXX stock, worth $666,678. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,745
Previous 2,745 -0.0%
Holding current value
$666,678
Previous $676,000 6.51%
% of portfolio
0.13%
Previous 0.18%

Shares

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

May 08, 2024
BUY
$216.76 - $689.6 $595,006 - $1.89 Million
2,745 New
2,745 $620,000

Others Institutions Holding SOXX

# of Institutions
835
Shares Held
24M
Call Options Held
2.38M
Put Options Held
4.66M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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