Diversify Wealth Management, LLC Virtus ETF Tr Ii Seix Sr Ln Et Call Options Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SEIX

# of Institutions

75

Shares Held

6.35M

Call Options Held

0

Put Options Held

0

Virtus Investment Advisers, Inc. Hartford, CT

803K
Shares

$18.8 Million
6.56% of portfolio
Drake & Associates, LLC Waukesha, WI

750K
Shares

$17.6 Million
5.0% of portfolio
Virtus Fund Advisers, LLC Hartford, CT

529K
Shares

$12.4 Million
47.17% of portfolio
Envestnet Asset Management Inc

387K
Shares

$9.09 Million
0.0% of portfolio
Ignite Planners, LLC

320K
Shares

$7.5 Million
1.59% of portfolio

About VIRTUS ETF TR II SEIX SR LN ET

Ticker SEIX
Sector ETFs
Industry ETFs

More about SEIX

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