Sheets Smith Wealth Management Virtus ETF Tr Ii Seix Sr Ln Et Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Sheets Smith Wealth Management holds 57,610 shares of SEIX stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
57,610
Previous 60,028
4.03%
Holding current value
$1.36 Million
Previous $1.42 Million
4.23%
% of portfolio
0.16%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding SEIX
# of Institutions
75Shares Held
6.43MCall Options Held
0Put Options Held
0-
Virtus Investment Advisers, Inc. Hartford, CT803KShares$18.9 Million6.56% of portfolio
-
Drake & Associates, LLC Waukesha, WI750KShares$17.7 Million5.0% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.5 Million47.17% of portfolio
-
Envestnet Asset Management Inc387KShares$9.13 Million0.0% of portfolio
-
Ignite Planners, LLC320KShares$7.54 Million1.59% of portfolio