Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc 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 Enhanc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 557 shares of SEIV stock, worth $18,960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
557
Previous 557
-0.0%
Holding current value
$18,960
Previous $18,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SEIV
# of Institutions
47Shares Held
14.1MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.3MShares$419 Million0.53% of portfolio
-
Envestnet Asset Management Inc269KShares$9.17 Million0.0% of portfolio
-
Truist Financial Corp251KShares$8.55 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA241KShares$8.2 Million3.88% of portfolio
-
Geneos Wealth Management Inc.109KShares$3.7 Million0.12% of portfolio