Wealth Plan Investment Management, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 660 shares of SMH stock, worth $227,686. This represents 0.02% of its overall portfolio holdings.

Number of Shares
660
Holding current value
$227,686
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$275.84 - $326.36 $182,054 - $215,397
660 New
660 $215,000
Q1 2025

May 09, 2025
BUY
$211.47 - $267.17 $28,971 - $36,602
137 Added 15.89%
999 $211,000
Q4 2024

Jan 30, 2025
SELL
$238.25 - $261.28 $35,737 - $39,191
-150 Reduced 14.82%
862 $208,000
Q3 2024

Nov 05, 2024
BUY
$211.47 - $281.27 $214,007 - $284,645
1,012 New
1,012 $248,000

Others Institutions Holding SMH

# of Institutions
1,284
Shares Held
47.1M
Call Options Held
22.6M
Put Options Held
44M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

SMH Quotes by TradingView
  • Ticker SMH
  • Sector ETFs
  • Industry ETFs
More about SMH
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