Wealth Plan Partners, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
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 170,695 shares of SEMI stock, worth $4.4 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
170,695
Previous 175,791
2.9%
Holding current value
$4.4 Million
Previous $4.8 Billion
8.41%
% of portfolio
0.59%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding SEMI
# of Institutions
17Shares Held
1.06MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16.5 Million0.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE136KShares$3.51 Million0.38% of portfolio
-
Fermata Advisors, LLC Sonoma, CA39.7KShares$1.02 Million0.21% of portfolio
-
Next Level Private LLC Harrison, NY17.7KShares$456,4020.2% of portfolio
-
Janney Montgomery Scott LLC13.3KShares$344,0430.0% of portfolio