Wealth Plan Investment Management, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 862 shares of SMH stock, worth $193,751. This represents 0.02% of its overall portfolio holdings.

Number of Shares
862
Previous 1,012 14.82%
Holding current value
$193,751
Previous $248,000 16.13%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$238.25 - $261.28 $35,737 - $39,191
-150 Reduced 14.82%
862 $208,000
Q3 2024

Nov 05, 2024
BUY
$211.47 - $281.27 $214,007 - $284,645
1,012 New
1,012 $248,000

Others Institutions Holding SMH

# of Institutions
1,110
Shares Held
48.6M
Call Options Held
21.1M
Put Options Held
30.1M
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 Wealth Plan Investment Management, LLC Portfolio

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

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email