Number of Shares
37,356.00
Current Holdings Value*
$7.90 Mil
% of Portfolio
3.61%
Total Estimate Gain
$7.54 Mil
% of Total Estimate Gain
156.54%

Joseph P. Lucia & Associates, LLC's VanEck Vectors Semiconductor ETF Holding Summary

As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 37,356.00 shares of VanEck Vectors Semiconductor ETF(SMH), totaling $7.90 Mil. This investment constitutes 3.61% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.04% of the outstanding VanEck Vectors Semiconductor ETF(SMH) stock.

The initial trade took place in 2019Q1. And since then Joseph P. Lucia & Associates, LLC has made 14 purchases of SMH, at an average price of $82.80, for a total of 58,177.00 shares. In addition, there have been 8 sales at an average price of $80.29 for 20,821.00 shares. Based on historical transaction data and SMH's current price of $286.07, Joseph P. Lucia & Associates, LLC's estimated gain on his SMH holdings is $7.54 Mil, reflecting a 156.54% gain to date.

Joseph P. Lucia & Associates, LLC SMH ($286.07) Holding Chart

Joseph P. Lucia & Associates, LLC SMH ($286.07) 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 %

Top Ranked Articles

  • 1