HERBST GROUP, LLC SOXX Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$633,235.78
% of Total Estimate Gain
23.05%

HERBST GROUP, LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, HERBST GROUP, LLC held - shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling N/A. This investment constitutes 0% of their stock portfolio, and HERBST GROUP, LLC now holds 0% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2021Q4. And since then HERBST GROUP, LLC has made 9 purchases of SOXX, at an average price of $168.27, for a total of 16,323.00 shares. In addition, there have been 4 sales at an average price of $207.06 for 16,323.00 shares. Based on historical transaction data and SOXX's current price of $238.78, HERBST GROUP, LLC's estimated gain on his SOXX holdings is $633,235.78, reflecting a 23.05% gain to date.

HERBST GROUP, LLC SOXX ($238.78) Holding Chart

HERBST GROUP, LLC SOXX ($238.78) 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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