Evolution Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History
Evolution Wealth Advisors, LLC
- $580 Million
- Q4 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 7,372 shares of SOXX stock, worth $1.74 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,372
Previous 9,502
22.42%
Holding current value
$1.74 Million
Previous $2.19 Million
27.52%
% of portfolio
0.27%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SOXX
# of Institutions
810Shares Held
35.9MCall Options Held
2.12MPut Options Held
6.73M-
Mercer Global Advisors Inc Denver, CO8.74MShares$2.06 Billion4.42% of portfolio
-
Goldman Sachs Group Inc New York, NY3.25MShares$765 Million0.12% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.96MShares$698 Million1.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.62MShares$617 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.33MShares$548 Million0.04% of portfolio