SURIENCE PRIVATE WEALTH LLC SOXX Holdings History
SURIENCE PRIVATE WEALTH LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 25,382.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $6.06 Mil. This investment constitutes 5.69% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0.04% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2021Q4. And since then SURIENCE PRIVATE WEALTH LLC has made 2 purchases of SOXX, at an average price of $185.23, for a total of 186,424.00 shares. In addition, there have been 3 sales at an average price of $176.37 for 161,042.00 shares. Based on historical transaction data and SOXX's current price of $241.46, SURIENCE PRIVATE WEALTH LLC's estimated gain on his SOXX holdings is $572.37, reflecting a 0.00% gain to date.
SURIENCE PRIVATE WEALTH LLC SOXX ($241.46) Holding Chart
SURIENCE PRIVATE WEALTH 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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