Wharton Business Group, LLC SOXX Holdings History
Wharton Business Group, LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 16,154.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $3.04 Mil. This investment constitutes 0.14% of their stock portfolio, and Wharton Business Group, LLC now holds 0.03% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2024Q3. And since then Wharton Business Group, LLC has made 2 purchases of SOXX, at an average price of $228.59, for a total of 89,074.00 shares. In addition, there have been 1 sales at an average price of $223.07 for 72,920.00 shares. Based on historical transaction data and SOXX's current price of $238.86, Wharton Business Group, LLC's estimated gain on his SOXX holdings is $-236,244.55, reflecting a -1.16% gain to date.
Wharton Business Group, LLC SOXX ($238.86) Holding Chart
Wharton Business Group, LLC SOXX ($238.86) 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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