Accurate Wealth Management, LLC Sei Exchange Traded Fds Enhanc Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,227 shares of SEIV stock, worth $249,981. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,227
Previous 7,837
7.78%
Holding current value
$249,981
Previous $244,000
2.46%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SEIV
# of Institutions
36Shares Held
14.4MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.9MShares$448 Million0.57% of portfolio
-
Envestnet Asset Management Inc289KShares$10 Million0.0% of portfolio
-
Truist Financial Corp279KShares$9.66 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA253KShares$8.75 Million3.95% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.78 Million0.01% of portfolio