Perigon Wealth Management, LLC Sei Exchange Traded Fds Enhanc Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
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 28,055 shares of SEIV stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
28,055
Previous 28,141
0.31%
Holding current value
$1.01 Million
Previous $913,000
9.64%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SEIV
# of Institutions
50Shares Held
14.1MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.3MShares$443 Million0.53% of portfolio
-
Envestnet Asset Management Inc269KShares$9.71 Million0.0% of portfolio
-
Truist Financial Corp251KShares$9.04 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA241KShares$8.68 Million3.88% of portfolio
-
Geneos Wealth Management Inc.109KShares$3.92 Million0.12% of portfolio