Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Columbia ETF Tr I Seligman Sem stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 135,463 shares of SEMI stock, worth $3.53 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
135,463
Previous 126,823
6.81%
Holding current value
$3.53 Million
Previous $3.18 Million
16.25%
% of portfolio
0.6%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding SEMI
# of Institutions
18Shares Held
1.07MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16.7 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE176KShares$4.58 Million0.52% of portfolio
-
Fermata Advisors, LLC Sonoma, CA39.7KShares$1.03 Million0.21% of portfolio
-
Next Level Private LLC Harrison, NY17.7KShares$461,0010.2% of portfolio
-
Janney Montgomery Scott LLC13.3KShares$347,5100.0% of portfolio