A detailed history of Pine Harbor Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 1,778 shares of SOXX stock, worth $397,436. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,778
Previous 1,774 0.23%
Holding current value
$397,436
Previous $438 Million 6.28%
% of portfolio
0.2%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$199.29 - $265.49 $797 - $1,061
4 Added 0.23%
1,778 $410 Million
Q2 2024

Aug 09, 2024

BUY
$198.39 - $259.28 $396 - $518
2 Added 0.11%
1,774 $438 Million
Q1 2024

May 15, 2024

BUY
$216.76 - $689.6 $256,210 - $815,107
1,182 Added 200.34%
1,772 $400 Million
Q4 2023

Apr 03, 2024

BUY
$438.38 - $581.45 $258,644 - $343,055
590 New
590 $340 Million

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Pine Harbor Wealth Management, LLC Portfolio

Follow Pine Harbor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.