Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
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 126,823 shares of SEMI stock, worth $3.57 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
126,823
Previous 156,448
18.94%
Holding current value
$3.57 Million
Previous $3.5 Million
9.09%
% of portfolio
0.54%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding SEMI
# of Institutions
10Shares Held
1.02MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$18.1 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE182KShares$5.13 Million0.47% of portfolio
-
Fermata Advisors, LLC Sonoma, CA53.9KShares$1.52 Million0.31% of portfolio
-
Next Level Private LLC Harrison, NY17.7KShares$499,1720.21% of portfolio
-
Resources Management Corp West Hartford, CT1.2KShares$33,8040.0% of portfolio