Concord Wealth Partners Vaneck ETF Tr Semiconductor Et Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Concord Wealth Partners holds 8,141 shares of SMH stock, worth $2.39 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

8,141

Previous 9,263 12.11%

Holding current value

$2.39 Million

Previous $1.96 Million 15.93%

% of portfolio

0.34%

Previous 0.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$179.95 - $278.88 $201,903 - $312,903	-1,122 Reduced 12.11%	8,141 $2.27 Million
Q1 2025 May 02, 2025	BUY	$211.47 - $267.17 $964,303 - $1.22 Million	4,560 Added 96.96%	9,263 $1.96 Million
Q4 2024 Jan 23, 2025	BUY	$238.25 - $261.28 $78,146 - $85,699	328 Added 7.5%	4,703 $1.14 Million
Q3 2024 Oct 24, 2024	BUY	$211.47 - $281.27 $925,181 - $1.23 Million	4,375 New	4,375 $1.07 Million
Q4 2022 Jan 27, 2023	BUY	$86.57 - $227.73 $13,937 - $36,664	161 New	161 $32,000

Others Institutions Holding SMH

# of Institutions

1,170

Shares Held

50.8M

Call Options Held

22.2M

Put Options Held

38.7M

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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Vaneck ETF Tr Semiconductor Et Transaction History