Sheets Smith Wealth Management Virtus ETF Tr Ii Seix Sr Ln Et Call Options Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding SEIX
# of Institutions
72Shares Held
5.5MCall Options Held
0Put Options Held
0-
Drake & Associates, LLC Waukesha, WI750KShares$17.5 Million5.0% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.3 Million47.17% of portfolio
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Envestnet Asset Management Inc387KShares$9.03 Million0.0% of portfolio
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Ignite Planners, LLC320KShares$7.46 Million1.59% of portfolio
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Ae Wealth Management LLC309KShares$7.21 Million0.07% of portfolio