Wealth Plan Partners, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 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 157,671 shares of SEMI stock, worth $3.93 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
157,671
Previous 170,695
7.63%
Holding current value
$3.93 Million
Previous $4.4 Billion
7.88%
% of portfolio
0.57%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding SEMI
# of Institutions
16Shares Held
1.05MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16 Million0.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE132KShares$3.29 Million0.36% of portfolio
-
Fermata Advisors, LLC Sonoma, CA37.2KShares$928,3660.19% of portfolio
-
Next Level Private LLC Harrison, NY18.3KShares$455,7030.2% of portfolio
-
Commonwealth Equity Services, LLC16.6KShares$413,8040.0% of portfolio