Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$24.71 - $25.86 $8,327 - $8,714	337 New	337 $8,000

Others Institutions Holding SELV

# of Institutions

29

Shares Held

4.38M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

2.77M
Shares

$85.9 Million
0.11% of portfolio
Pollock Investment Advisors, LLC Ann Arbor, MI

1.23M
Shares

$38.3 Million
30.55% of portfolio
Envestnet Asset Management Inc

85.4K
Shares

$2.65 Million
0.0% of portfolio
Truist Financial Corp

79K
Shares

$2.45 Million
0.0% of portfolio
Hart & Patterson Financial Group LLC Amherst, MA

33K
Shares

$1.02 Million
0.47% of portfolio

About SEI EXCHANGE TRADED FDS ENHANC

Ticker SELV
Sector ETFs
Industry ETFs

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