Diversify Wealth Management, LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 33,454 shares of SEIX stock, worth $780,816. This represents 0.06% of its overall portfolio holdings.
Number of Shares
33,454
Previous 45,488
26.46%
Holding current value
$780,816
Previous $1.09 Billion
28.39%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SEIX
# of Institutions
71Shares Held
5.4MCall Options Held
0Put Options Held
0-
Drake & Associates, LLC Waukesha, WI750KShares$17.5 Million5.0% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.3 Million47.17% of portfolio
-
Envestnet Asset Management Inc387KShares$9.03 Million0.0% of portfolio
-
Ae Wealth Management LLC283KShares$6.61 Million0.07% of portfolio
-
Ignite Planners, LLC282KShares$6.59 Million1.56% of portfolio