A detailed history of Crown Wealth Group, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Crown Wealth Group, LLC holds 13,384 shares of SMH stock, worth $3.35 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
13,384
Previous 16,886 20.74%
Holding current value
$3.35 Million
Previous $4.4 Million 25.37%
% of portfolio
1.56%
Previous 2.29%

Shares

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

Nov 13, 2024

SELL
$211.47 - $281.27 $740,567 - $985,007
-3,502 Reduced 20.74%
13,384 $3.29 Million
Q2 2024

Jul 26, 2024

BUY
$199.21 - $276.76 $265,746 - $369,197
1,334 Added 8.58%
16,886 $4.4 Million
Q1 2024

May 01, 2024

BUY
$164.99 - $234.17 $223,396 - $317,066
1,354 Added 9.54%
15,552 $3.5 Million
Q4 2023

Jan 23, 2024

BUY
$137.46 - $175.86 $325,230 - $416,084
2,366 Added 20.0%
14,198 $2.48 Million
Q3 2023

Oct 25, 2023

BUY
$140.7 - $160.62 $1.66 Million - $1.9 Million
11,832 New
11,832 $1.72 Million
Q2 2022

Jul 25, 2022

SELL
$101.86 - $134.9 $760,690 - $1.01 Million
-7,468 Closed
0 $0
Q1 2022

Jul 13, 2022

BUY
$119.35 - $157.8 $281,666 - $372,408
2,360 Added 46.2%
7,468 $2.02 Million
Q4 2021

Jul 13, 2022

BUY
$124.9 - $158.28 $637,989 - $808,494
5,108 New
5,108 $1.58 Million

Others Institutions Holding SMH

About VANECK ETF TR SEMICONDUCTOR ET


  • Ticker SMH
  • Sector ETFs
  • Industry ETFs
More about SMH
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, 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 Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.