AJ Advisors, LLC SOXX Holdings History
Number of Shares
25,056.00
Current Holdings Value*
$4.71 Mil
% of Portfolio
2.41%
Total Estimate Gain
$483,045.47
% of Total Estimate Gain
8.48%
AJ Advisors, LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-03-31, AJ Advisors, LLC held 25,056.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $4.71 Mil. This investment constitutes 2.41% of their stock portfolio, and AJ Advisors, LLC now holds 0.04% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2024Q2. And since then AJ Advisors, LLC has made 4 purchases of SOXX, at an average price of $227.45, for a total of 25,056.00 shares. Based on historical transaction data and SOXX's current price of $246.73, AJ Advisors, LLC's estimated gain on his SOXX holdings is $483,045.47, reflecting a 8.48% gain to date.
AJ Advisors, LLC SOXX ($246.73) Holding Chart
AJ Advisors, LLC SOXX ($246.73) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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