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
Others Institutions Holding SELV
# of Institutions
29Shares Held
4.38MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA2.77MShares$86.5 Million0.11% of portfolio
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Pollock Investment Advisors, LLC Ann Arbor, MI1.23MShares$38.6 Million30.55% of portfolio
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Envestnet Asset Management Inc85.4KShares$2.67 Million0.0% of portfolio
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Truist Financial Corp74.5KShares$2.33 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC39.3KShares$1.23 Million0.0% of portfolio