Evolution Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 9,502 shares of SOXX stock, worth $2.05 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
9,502
Previous 1,722 451.8%
Holding current value
$2.05 Million
Previous $424,000 416.75%
% of portfolio
0.4%
Previous 0.08%

Shares

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

Nov 06, 2024
BUY
$199.29 - $265.49 $1.55 Million - $2.07 Million
7,780 Added 451.8%
9,502 $2.19 Million
Q2 2024

Jul 18, 2024
BUY
$198.39 - $259.28 $341,627 - $446,480
1,722 New
1,722 $424,000

Others Institutions Holding SOXX

# of Institutions
806
Shares Held
51.1M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, 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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email