ORG Wealth Partners, LLC SOXX Holdings History
ORG Wealth Partners, LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-06-30, ORG Wealth Partners, LLC held 332.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $78,920.00. This investment constitutes 0.02% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2024Q3. And since then ORG Wealth Partners, LLC has made 1 purchases of SOXX, at an average price of $215.24, for a total of 3,520.00 shares. In addition, there have been 2 sales at an average price of $200.52 for 3,188.00 shares. Based on historical transaction data and SOXX's current price of $241.46, ORG Wealth Partners, LLC's estimated gain on his SOXX holdings is $-38,253.05, reflecting a -5.05% gain to date.
ORG Wealth Partners, LLC SOXX ($241.46) Holding Chart
ORG Wealth Partners, LLC SOXX ($241.46) 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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