Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
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 552 shares of SEIV stock, worth $17,194. This represents 0.0% of its overall portfolio holdings.
Number of Shares
552
Previous 844
34.6%
Holding current value
$17,194
Previous $26,000
34.62%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SEIV
# of Institutions
27Shares Held
14.6MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA13.3MShares$413 Million0.62% of portfolio
-
Envestnet Asset Management Inc312KShares$9.7 Million0.0% of portfolio
-
Truist Financial Corp304KShares$9.46 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA261KShares$8.13 Million4.0% of portfolio
-
Cahill Financial Advisors Inc Edina, MN78.3KShares$2.44 Million0.34% of portfolio