Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 559 shares of SEIV stock, worth $21,331. This represents 0.0% of its overall portfolio holdings.
Number of Shares
559
Previous 557
0.36%
Holding current value
$21,331
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SEIV
# of Institutions
49Shares Held
14.5MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.4MShares$473 Million0.53% of portfolio
-
Envestnet Asset Management Inc269KShares$10.3 Million0.0% of portfolio
-
Truist Financial Corp251KShares$9.57 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA241KShares$9.19 Million3.88% of portfolio
-
S&T Bank Indiana, PA205KShares$7.82 Million2.36% of portfolio