Org Wealth Partners, LLC Ishares Semiconductor ETF Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 331 shares of SOXX stock, worth $71,783. This represents 0.05% of its overall portfolio holdings.

Number of Shares
331
Previous 375 11.73%
Holding current value
$71,783
Previous $86.7 Million 99.92%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$211.27 - $239.8 $9,295 - $10,551
-44 Reduced 11.73%
331 $71,000
Q3 2024

Oct 11, 2024
BUY
$199.29 - $265.49 $74,733 - $99,558
375 New
375 $86.7 Million

Others Institutions Holding SOXX

# of Institutions
826
Shares Held
38M
Call Options Held
2.12M
Put Options Held
7.19M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email