Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SELV
# of Institutions
27Shares Held
4.46MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA2.82MShares$85.4 Million0.11% of portfolio
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Pollock Investment Advisors, LLC Ann Arbor, MI1.23MShares$37.3 Million29.17% of portfolio
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Envestnet Asset Management Inc99.4KShares$3.01 Million0.0% of portfolio
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Truist Financial Corp94.5KShares$2.86 Million0.0% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA33KShares$999,7270.47% of portfolio