Number of Shares
35,535.00
Current Holdings Value*
$7.51 Mil
% of Portfolio
4.62%
Total Estimate Gain
$6.91 Mil
% of Total Estimate Gain
115.47%

Plotkin Financial Advisors, LLC's VanEck Vectors Semiconductor ETF Holding Summary

As of 2025-03-31, Plotkin Financial Advisors, LLC held 35,535.00 shares of VanEck Vectors Semiconductor ETF(SMH), totaling $7.51 Mil. This investment constitutes 4.62% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0.04% of the outstanding VanEck Vectors Semiconductor ETF(SMH) stock.

The initial trade took place in 2019Q4. And since then Plotkin Financial Advisors, LLC has made 11 purchases of SMH, at an average price of $104.27, for a total of 57,417.00 shares. In addition, there have been 9 sales at an average price of $126.10 for 21,882.00 shares. Based on historical transaction data and SMH's current price of $285.37, Plotkin Financial Advisors, LLC's estimated gain on his SMH holdings is $6.91 Mil, reflecting a 115.47% gain to date.

Plotkin Financial Advisors, LLC SMH ($285.37) Holding Chart

Plotkin Financial Advisors, LLC SMH ($285.37) 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