LIBERTY WEALTH MANAGEMENT LLC's ownership history for SOXX

LIBERTY WEALTH MANAGEMENT LLC currently holds 1.2K shares with a market value of $316.9K. It started holding SOXX on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $316.9K on 2025-09-30. At its lowest, it held 1.2K shares on 2025-03-31, with a value of $216.9K on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 17. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 26.