Wharton Business Group, LLC's ownership history for SOXX

Wharton Business Group, LLC currently holds 16.1K shares with a market value of $4.9M. It started holding SOXX on 2024-09-30. At its peak, it held 82.9K shares on 2024-09-30. Its highest holding value was $4.9M on 2025-12-31. At its lowest, it held 10.0K shares on 2024-12-31, with a value of $2.1K on 2024-12-31. In the recent 180 days, Wharton Business Group, LLC has decreased its shares by 210. In the recent year, Wharton Business Group, LLC has increased its shares by 6.2K.