Ever Source Wealth Advisors, LLC Sei Investments CO Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 626 shares of SEIC stock, worth $40,783. This represents 0.0% of its overall portfolio holdings.
Number of Shares
626
Previous 351
78.35%
Holding current value
$40,783
Previous $25,000
80.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SEIC
# of Institutions
497Shares Held
98.7MCall Options Held
67.8KPut Options Held
7.7K-
Vanguard Group Inc Valley Forge, PA11.8MShares$772 Million0.02% of portfolio
-
Black Rock Inc. New York, NY11.7MShares$763 Million0.02% of portfolio
-
Loomis Sayles & CO L P9.37MShares$610 Million0.96% of portfolio
-
Morgan Stanley New York, NY5.95MShares$388 Million0.03% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA5.95MShares$387 Million1.3% of portfolio
About SEI INVESTMENTS CO
- Ticker SEIC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 134,828,000
- Market Cap $8.78B
- 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...