Institutional shares held 14.7 Million
0 calls
0 puts
Total value of holdings $468M
$0 calls
$0 puts
# of Institutions 28


Latest Institutional Activity in SEIV

Top Purchases

Q2 2024
Lynx Investment Advisory Shares Held: 15.6K ($497K)
Q2 2024
Petra Financial Advisors Inc Shares Held: 32.4K ($1.03M)
Q2 2024
Csenge Advisory Group Shares Held: 42.1K ($1.34M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 59.5K ($1.9M)
Q2 2024
Accurate Wealth Management, LLC Shares Held: 7.84K ($250K)

Top Sells

Q2 2024
Moneco Advisors, LLC Shares Held: 11.1K ($353K)
Q2 2024
Hart & Patterson Financial Group LLC Shares Held: 259K ($8.26M)
Q2 2024
Continuum Advisory, LLC Shares Held: 4.41K ($141K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 16.6K ($529K)
Q1 2024
Ever Source Wealth Advisors, LLC Shares Held: 552 ($17.6K)

About SEIV

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