Exencial Wealth Advisors, LLC Sei Exchange Traded Fds Enhncd Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhncd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 49,964 shares of SEIM stock, worth $2 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
49,964
Previous 54,951
9.08%
Holding current value
$2 Million
Previous $1.82 Million
1.1%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SEIM
# of Institutions
35Shares Held
13.6MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.2MShares$490 Million0.59% of portfolio
-
Envestnet Asset Management Inc272KShares$10.9 Million0.0% of portfolio
-
Truist Financial Corp262KShares$10.5 Million0.02% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA237KShares$9.49 Million4.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ99.8KShares$3.99 Million0.01% of portfolio