Ep Wealth Advisors, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,017 shares of SMH stock, worth $8.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,017
Previous 26,284 4.82%
Holding current value
$8.66 Million
Previous $5.56 Million 25.51%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$179.95 - $278.88 $227,996 - $353,340
-1,267 Reduced 4.82%
25,017 $6.98 Million
Q1 2025

May 15, 2025
BUY
$211.47 - $267.17 $91,777 - $115,951
434 Added 1.68%
26,284 $5.56 Million
Q4 2024

Feb 13, 2025
BUY
$238.25 - $261.28 $41,455 - $45,462
174 Added 0.68%
25,850 $6.26 Million
Q3 2024

Nov 14, 2024
BUY
$211.47 - $281.27 $13,745 - $18,282
65 Added 0.25%
25,676 $6.3 Million
Q2 2024

Aug 19, 2024
SELL
$199.21 - $276.76 $17,928 - $24,908
-90 Reduced 0.35%
25,611 $6.68 Million
Q1 2024

May 14, 2024
SELL
$164.99 - $234.17 $9,074 - $12,879
-55 Reduced 0.21%
25,701 $5.78 Million
Q4 2023

Feb 28, 2024
SELL
$137.46 - $175.86 $92,235 - $118,002
-671 Reduced 2.54%
25,756 $4.5 Million
Q3 2023

Nov 22, 2023
SELL
$140.7 - $160.62 $36 Million - $41.1 Million
-255,717 Reduced 90.63%
26,427 $3.83 Million
Q2 2023

Aug 14, 2023
BUY
$122.9 - $261.69 $33.8 Million - $72 Million
275,325 Added 4037.62%
282,144 $43 Million
Q1 2023

Jun 05, 2023
BUY
$201.38 - $263.19 $1.37 Million - $1.79 Million
6,819 New
6,819 $1.79 Million
Q4 2022

Jun 12, 2023
BUY
$86.57 - $227.73 $868,123 - $2.28 Million
10,028 Added 147.06%
16,847 $3.42 Million

Others Institutions Holding SMH

# of Institutions
1,211
Shares Held
49.2M
Call Options Held
25.3M
Put Options Held
43.8M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

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