Wealth Plan Partners, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Columbia ETF Tr I Seligman Sem stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 98,903 shares of SEMI stock, worth $3.13 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
98,903
Previous 99,602
0.7%
Holding current value
$3.13 Million
Previous $2.77 Million
11.79%
% of portfolio
0.52%
Previous 0.5%
Shares
9 transactions
Others Institutions Holding SEMI
# of Institutions
19Shares Held
447KCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE183KShares$5.8 Million0.42% of portfolio
-
Fermata Advisors, LLC Sonoma, CA37.2KShares$1.18 Million0.34% of portfolio
-
Cambridge Investment Research Advisors, Inc.23.4KShares$739,7160.0% of portfolio
-
Janney Montgomery Scott LLC22KShares$695,7890.0% of portfolio
-
Next Level Private LLC Harrison, NY16.4KShares$520,4640.16% of portfolio