Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Columbia ETF Tr I Seligman Sem stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 186,644 shares of SEMI stock, worth $5.54 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

186,644

Previous 131,463 41.97%

Holding current value

$5.54 Million

Previous $2.9 Million 78.66%

% of portfolio

0.41%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$19.44 - $27.77 $1.07 Million - $1.53 Million	55,181 Added 41.97%	186,644 $5.18 Million
Q1 2025 May 09, 2025	SELL	$22.07 - $27.99 $7,680 - $9,740	-348 Reduced 0.26%	131,463 $2.9 Million
Q4 2024 Jan 30, 2025	SELL	$24.33 - $27.31 $102,429 - $114,975	-4,210 Reduced 3.1%	131,811 $3.38 Million
Q3 2024 Nov 05, 2024	BUY	$22.54 - $29.25 $12,577 - $16,321	558 Added 0.41%	136,021 $3.5 Million
Q2 2024 Aug 09, 2024	BUY	$22.57 - $28.53 $195,004 - $246,499	8,640 Added 6.81%	135,463 $3.7 Million
Q1 2024 May 16, 2024	SELL	$20.95 - $25.43 $620,643 - $753,363	-29,625 Reduced 18.94%	126,823 $3.18 Million
Q4 2023 Jan 05, 2024	SELL	$17.34 - $22.7 $198,248 - $259,529	-11,433 Reduced 6.81%	156,448 $3.5 Million
Q3 2023 Nov 15, 2023	SELL	$18.84 - $21.67 $520,417 - $598,590	-27,623 Reduced 14.13%	167,881 $3.26 Million
Q3 2023 Nov 09, 2023	BUY	$18.84 - $21.67 $3.68 Million - $4.24 Million	195,504 New	195,504 $3.79 Million

Others Institutions Holding SEMI

# of Institutions

Shares Held

954K

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR I SELIGMAN SEM

Ticker SEMI
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Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History