Soa Wealth Advisors, Llc. Vaneck ETF Tr Semiconductor Et Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,083 shares of SMH stock, worth $753,824. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,083
Previous 3,028 1.82%
Holding current value
$753,824
Previous $733,000 10.78%
% of portfolio
0.08%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$211.47 - $267.17 $11,630 - $14,694
55 Added 1.82%
3,083 $654,000
Q4 2024

Jan 28, 2025
BUY
$238.25 - $261.28 $238,726 - $261,802
1,002 Added 49.46%
3,028 $733,000
Q3 2024

Oct 08, 2024
BUY
$211.47 - $281.27 $44,620 - $59,347
211 Added 11.63%
2,026 $497,000
Q2 2024

Jul 17, 2024
BUY
$199.21 - $276.76 $112,354 - $156,092
564 Added 45.08%
1,815 $473,000
Q1 2024

Apr 10, 2024
BUY
$164.99 - $234.17 $73,585 - $104,439
446 Added 55.4%
1,251 $281,000
Q4 2023

Jan 10, 2024
BUY
$137.46 - $175.86 $3,161 - $4,044
23 Added 2.94%
805 $140,000
Q3 2023

Oct 10, 2023
BUY
$140.7 - $160.62 $7,457 - $8,512
53 Added 7.27%
782 $113,000
Q2 2023

Jul 07, 2023
BUY
$122.9 - $261.69 $55,919 - $119,068
455 Added 166.06%
729 $110,000
Q4 2022

Jan 10, 2023
SELL
$86.57 - $227.73 $5,280 - $13,891
-61 Reduced 18.21%
274 $0
Q1 2021

Apr 26, 2021
BUY
$108.11 - $128.06 $17,946 - $21,257
166 Added 98.22%
335 $81,000
Q4 2020

Mar 10, 2021
BUY
$86.57 - $110.46 $14,630 - $18,667
169 New
169 $41,000

Others Institutions Holding SMH

# of Institutions
1,090
Shares Held
48.8M
Call Options Held
22.9M
Put Options Held
37.4M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

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

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email