A detailed history of Trademark Financial Management, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Trademark Financial Management, LLC holds 2,390 shares of SMH stock, worth $584,641. This represents 0.47% of its overall portfolio holdings.

Number of Shares
2,390
Previous 2,732 12.52%
Holding current value
$584,641
Previous $712 Million 17.62%
% of portfolio
0.47%
Previous 0.58%

Shares

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

Oct 31, 2024

SELL
$211.47 - $281.27 $72,322 - $96,194
-342 Reduced 12.52%
2,390 $587 Million
Q2 2024

Jul 30, 2024

BUY
$199.21 - $276.76 $18,128 - $25,185
91 Added 3.45%
2,732 $712 Million
Q1 2024

May 07, 2024

BUY
$164.99 - $234.17 $34,977 - $49,644
212 Added 8.73%
2,641 $594 Million
Q4 2023

Feb 13, 2024

BUY
$137.46 - $175.86 $333,890 - $427,163
2,429 New
2,429 $425 Million

Others Institutions Holding SMH

About VANECK ETF TR SEMICONDUCTOR ET


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

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.