Perigon Wealth Management, LLC Sei Exchange Traded Fds Enhanc Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 31,215 shares of SEIV stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,215
Previous 31,984
2.4%
Holding current value
$1.08 Million
Previous $996,000
3.21%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SEIV
# of Institutions
36Shares Held
14.4MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.9MShares$448 Million0.57% of portfolio
-
Envestnet Asset Management Inc289KShares$10 Million0.0% of portfolio
-
Truist Financial Corp279KShares$9.66 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA253KShares$8.75 Million3.95% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.78 Million0.01% of portfolio