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 25,676 shares of SMH stock, worth $6.45 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,676
Previous 25,611 0.25%
Holding current value
$6.45 Million
Previous $6.68 Million 5.6%
% of portfolio
0.06%
Previous 0.07%

Shares

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

About VANECK ETF TR SEMICONDUCTOR ET


  • Ticker SMH
  • Sector ETFs
  • Industry ETFs
More about SMH
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