Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,011 shares of SMH stock, worth $518,435. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,011

Previous 1,635 23.0%

Holding current value

$518,435

Previous $401,000 21.45%

% of portfolio

0.23%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$238.25 - $261.28 $89,582 - $98,241	376 Added 23.0%	2,011 $487,000
Q3 2024 Nov 08, 2024	SELL	$211.47 - $281.27 $21,147 - $28,127	-100 Reduced 5.76%	1,635 $401,000
Q4 2023 Feb 05, 2024	BUY	$137.46 - $175.86 $238,493 - $305,117	1,735 New	1,735 $303,000
Q1 2023 May 03, 2023	SELL	$201.38 - $263.19 $330,061 - $431,368	-1,639 Reduced 64.99%	883 $232,000
Q4 2022 Jan 18, 2023	SELL	$86.57 - $227.73 $51,422 - $135,271	-594 Reduced 19.06%	2,522 $0
Q3 2022 Oct 31, 2022	BUY	$92.56 - $123.24 $31,192 - $41,531	337 Added 12.13%	3,116 $577,000
Q2 2022 Aug 01, 2022	BUY	$101.86 - $134.9 $65,292 - $86,470	641 Added 29.98%	2,779 $566,000
Q1 2022 May 10, 2022	BUY	$119.35 - $157.8 $75,548 - $99,887	633 Added 42.06%	2,138 $577,000
Q4 2021 Feb 02, 2022	BUY	$124.9 - $158.28 $187,974 - $238,211	1,505 New	1,505 $394,000

Others Institutions Holding SMH

# of Institutions

1,104

Shares Held

48.5M

Call Options Held

21.1M

Put Options Held

30.1M

View Full List

About VANECK ETF TR SEMICONDUCTOR ET

Ticker SMH
Sector ETFs
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Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Semiconductor Et Transaction History