A detailed history of Epg Wealth Management LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 210 shares of SOXX stock, worth $44,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares
210
Previous 0 Infinity%
Holding current value
$44,835
Previous $0 Infinity%
% of portfolio
0.01%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$199.29 - $265.49 $41,850 - $55,752
210 New
210 $48.4 Million
Q2 2024

Aug 13, 2024

SELL
$198.39 - $259.28 $41,661 - $54,448
-210 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$216.76 - $689.6 $30,346 - $96,544
140 Added 200.0%
210 $47,000
Q4 2023

Feb 14, 2024

BUY
$438.38 - $581.45 $30,686 - $40,701
70 New
70 $40,000
Q2 2020

Aug 06, 2020

SELL
$193.98 - $272.82 $7,177 - $10,094
-37 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$205.67 - $252.82 $7,609 - $9,354
37 New
37 $9,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.