Cornerstone Planning Group LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
A detailed history of Cornerstone Planning Group LLC transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 25,671 shares of SEIX stock, worth $606,092. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,671
Previous 25,233
1.74%
Holding current value
$606,092
Previous $605 Million
1.37%
% of portfolio
0.14%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding SEIX
# of Institutions
74Shares Held
6.45MCall Options Held
0Put Options Held
0-
Virtus Investment Advisers, Inc. Hartford, CT803KShares$19 Million6.56% of portfolio
-
Drake & Associates, LLC Waukesha, WI759KShares$17.9 Million4.39% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.5 Million47.17% of portfolio
-
Envestnet Asset Management Inc366KShares$8.64 Million0.0% of portfolio
-
Ignite Planners, LLC343KShares$8.1 Million1.3% of portfolio