Exencial Wealth Advisors, LLC Sei Exchange Traded Fds Ehned Call Options Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SEIQ
# of Institutions
29Shares Held
6.73MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA6.07MShares$218 Million0.28% of portfolio
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Envestnet Asset Management Inc133KShares$4.78 Million0.0% of portfolio
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Truist Financial Corp128KShares$4.61 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA120KShares$4.3 Million1.97% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ51.5KShares$1.85 Million0.0% of portfolio