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%
Shares
9 transactions
Others Institutions Holding SEMI
# of Institutions
18Shares Held
954KCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN541KShares$16 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE99.6KShares$2.95 Million0.5% of portfolio
-
Fermata Advisors, LLC Sonoma, CA37.2KShares$1.1 Million0.31% of portfolio
-
Cambridge Investment Research Advisors, Inc.17.4KShares$515,6390.0% of portfolio
-
Next Level Private LLC Harrison, NY16.4KShares$487,4320.16% of portfolio