Westwood Wealth Management Direxion Daily Semiconductor B Transaction History

Westwood Wealth Management

$254 Million
Q3 2024

A detailed history of Westwood Wealth Management transactions in Direxion Daily Semiconductor B stock. As of the latest transaction made, Westwood Wealth Management holds 256,720 shares of SOXL stock, worth $6.76 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

256,720

Previous 226,970 13.11%

Holding current value

$6.76 Million

Previous $12.6 Million 25.06%

% of portfolio

3.71%

Previous 5.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$25.96 - $68.59 $772,310 - $2.04 Million	29,750 Added 13.11%	256,720 $9.42 Million
Q2 2024 Aug 14, 2024	BUY	$30.79 - $65.24 $266,487 - $564,652	8,655 Added 3.96%	226,970 $12.6 Million
Q1 2024 May 01, 2024	BUY	$25.58 - $55.32 $5.58 Million - $12.1 Million	218,315 New	218,315 $10.2 Million
Q3 2023 Nov 08, 2023	BUY	$17.24 - $28.53 $163,779 - $271,035	9,500 Added 5.31%	188,290 $3.55 Million
Q2 2023 Jul 26, 2023	BUY	$13.2 - $26.64 $116,490 - $235,098	8,825 Added 5.19%	178,790 $4.44 Million
Q1 2023 Apr 25, 2023	BUY	$9.36 - $18.3 $713,934 - $1.4 Million	76,275 Added 81.41%	169,965 $3.11 Million
Q4 2022 Feb 14, 2023	BUY	$6.93 - $13.87 $358,967 - $718,452	51,799 Added 123.65%	93,690 $905,000
Q3 2022 Nov 14, 2022	BUY	$8.86 - $22.07 $174,985 - $435,882	19,750 Added 89.2%	41,891 $371,000
Q2 2022 Aug 05, 2022	BUY	$13.1 - $37.96 $290,047 - $840,472	22,141 New	22,141 $290,000

Others Institutions Holding SOXL

# of Institutions

150

Shares Held

9.68M

Call Options Held

19.6M

Put Options Held

23M

View Full List

About DIREXION DAILY SEMICONDUCTOR B

Ticker SOXL
Sector ETFs
Industry ETFs

More about SOXL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Wealth Management with notifications on news.

Account

Westwood Wealth Management Direxion Daily Semiconductor B Transaction History