Summit Wealth Group LLC / CO Sei Exchange Traded Fds Enhanc Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 178,965 shares of SEIV stock, worth $6.99 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
178,965Holding current value
$6.99 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding SEIV
# of Institutions
50Shares Held
14.5MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.4MShares$484 Million0.53% of portfolio
-
Envestnet Asset Management Inc269KShares$10.5 Million0.0% of portfolio
-
Truist Financial Corp251KShares$9.8 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA241KShares$9.41 Million3.88% of portfolio
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S&T Bank Indiana, PA205KShares$8.01 Million2.36% of portfolio