Evolution Wealth Advisors, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 3,885 shares of SMH stock, worth $971,211. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,885
Previous 1,940 100.26%
Holding current value
$971,211
Previous $476,000 97.48%
% of portfolio
0.16%
Previous 0.09%

Shares

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

Jan 17, 2025
BUY
$238.25 - $261.28 $463,396 - $508,189
1,945 Added 100.26%
3,885 $940,000
Q3 2024

Nov 06, 2024
BUY
$211.47 - $281.27 $64,498 - $85,787
305 Added 18.65%
1,940 $476,000
Q2 2024

Jul 18, 2024
BUY
$199.21 - $276.76 $55,181 - $76,662
277 Added 20.4%
1,635 $426,000
Q4 2023

Jan 31, 2024
BUY
$137.46 - $175.86 $186,670 - $238,817
1,358 New
1,358 $237,000
Q2 2023

Jul 17, 2023
BUY
$122.9 - $261.69 $166,898 - $355,375
1,358 New
1,358 $206,000

Others Institutions Holding SMH

# of Institutions
1,105
Shares Held
48.6M
Call Options Held
21.1M
Put Options Held
30.1M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

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

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, 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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email