Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding SELV
# of Institutions
17Shares Held
3.41MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA3.07MShares$85.1 Million0.13% of portfolio
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Envestnet Asset Management Inc121KShares$3.35 Million0.0% of portfolio
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Truist Financial Corp118KShares$3.27 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA35.4KShares$981,9120.49% of portfolio
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Wealth Enhancement Advisory Services, LLC21.7KShares$601,9020.0% of portfolio