Connecticut Wealth Management, LLC's ownership history for SOXX

Connecticut Wealth Management, LLC currently holds 2.3K shares with a market value of $632.8K. It started holding SOXX on 2024-12-31. At its peak, it held 3.8K shares on 2025-03-31. Its highest holding value was $844.2K on 2025-06-30. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $632.8K on 2025-09-30. In the recent 180 days, Connecticut Wealth Management, LLC has decreased its shares by 1.4K.