Accurate Wealth Management, LLC Sei Exchange Traded Fds Enhncd Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding SEIM
# of Institutions
46Shares Held
12.6MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA10.9MShares$396 Million0.56% of portfolio
-
Envestnet Asset Management Inc237KShares$8.59 Million0.0% of portfolio
-
Truist Financial Corp224KShares$8.15 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA212KShares$7.7 Million3.98% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ133KShares$4.83 Million0.01% of portfolio