Marks Group Wealth Management, Inc Sei Exchange Traded Fds Ehned Transaction History
Marks Group Wealth Management, Inc
- $1.02 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding SEIQ
# of Institutions
45Shares Held
6.84MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA5.89MShares$220 Million0.27% of portfolio
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Envestnet Asset Management Inc123KShares$4.6 Million0.0% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA117KShares$4.37 Million1.99% of portfolio
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Truist Financial Corp117KShares$4.36 Million0.01% of portfolio
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Meriwether Wealth & Planning, LLC Minden, LA108KShares$4.05 Million2.52% of portfolio