Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 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 183,253 shares of SEMI stock, worth $5.8 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
183,253
Previous 186,644
1.82%
Holding current value
$5.8 Million
Previous $5.18 Million
10.52%
% of portfolio
0.42%
Previous 0.41%
Shares
10 transactions
Others Institutions Holding SEMI
# of Institutions
19Shares Held
447KCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE98.9KShares$3.13 Million0.52% 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