Venturi Wealth Management, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 62 shares of SMH stock, worth $16,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62
Previous 72 13.89%
Holding current value
$16,214
Previous $18,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024
SELL
$211.47 - $281.27 $2,114 - $2,812
-10 Reduced 13.89%
62 $15,000
Q2 2024

Jul 19, 2024
SELL
$199.21 - $276.76 $2,390 - $3,321
-12 Reduced 14.29%
72 $18,000
Q1 2024

Apr 23, 2024
SELL
$164.99 - $234.17 $1,319 - $1,873
-8 Reduced 8.7%
84 $18,000
Q4 2023

Jan 23, 2024
SELL
$137.46 - $175.86 $3,573 - $4,572
-26 Reduced 22.03%
92 $16,000
Q3 2023

Nov 02, 2023
BUY
$140.7 - $160.62 $4,643 - $5,300
33 Added 38.82%
118 $17,000
Q2 2023

Jul 24, 2023
BUY
$122.9 - $261.69 $7,988 - $17,009
65 Added 325.0%
85 $12,000
Q1 2023

May 02, 2023
BUY
$201.38 - $263.19 $4,027 - $5,263
20 New
20 $5,000

Others Institutions Holding SMH

# of Institutions
1,038
Shares Held
46.1M
Call Options Held
21.9M
Put Options Held
41M
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 Venturi Wealth Management, LLC Portfolio

Follow Venturi 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email