Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhncd Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhncd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 521 shares of SEIM stock, worth $20,720. This represents 0.0% of its overall portfolio holdings.
Number of Shares
521
Previous 534
2.43%
Holding current value
$20,720
Previous $20,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SEIM
# of Institutions
50Shares Held
12.4MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA10.6MShares$423 Million0.51% of portfolio
-
Envestnet Asset Management Inc237KShares$9.41 Million0.0% of portfolio
-
Truist Financial Corp224KShares$8.92 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA212KShares$8.43 Million3.98% of portfolio
-
Geneos Wealth Management Inc.94.6KShares$3.76 Million0.12% of portfolio