Summit Wealth Group LLC / CO Sei Exchange Traded Fds Enhncd Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding SEIM
# of Institutions
60Shares Held
15.5MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA13.2MShares$590 Million0.67% of portfolio
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Yeomans Consulting Group, Inc. Marietta, GA367KShares$16.5 Million4.97% of portfolio
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S&T Bank Indiana, PA310KShares$13.9 Million4.41% of portfolio
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Envestnet Asset Management Inc269KShares$12.1 Million0.0% of portfolio
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Truist Financial Corp254KShares$11.4 Million0.02% of portfolio