Ever Source Wealth Advisors, LLC Sei Investments CO Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 688 shares of SEIC stock, worth $58,562. This represents 0.0% of its overall portfolio holdings.
Number of Shares
688
Previous 556
23.74%
Holding current value
$58,562
Previous $35,000
34.29%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SEIC
# of Institutions
528Shares Held
96.2MCall Options Held
117KPut Options Held
212K-
Vanguard Group Inc Valley Forge, PA11.6MShares$987 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.5MShares$978 Million0.02% of portfolio
-
Loomis Sayles & CO L P9.15MShares$779 Million0.83% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA5.95MShares$506 Million1.3% of portfolio
-
Morgan Stanley New York, NY5.85MShares$498 Million0.03% of portfolio
About SEI INVESTMENTS CO
- Ticker SEIC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 134,828,000
- Market Cap $11.5B
- Description
- SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its...