Us Advisors Wealth Management, LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History
Us Advisors Wealth Management, LLC
- $287 Million
- Q1 2025
A detailed history of Us Advisors Wealth Management, LLC transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 122,742 shares of SEIX stock, worth $2.89 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
122,742
Previous 132,013
7.02%
Holding current value
$2.89 Million
Previous $3.16 Million
8.29%
% of portfolio
1.01%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding SEIX
# of Institutions
75Shares Held
6.35MCall Options Held
0Put Options Held
0-
Virtus Investment Advisers, Inc. Hartford, CT803KShares$18.9 Million6.56% of portfolio
-
Drake & Associates, LLC Waukesha, WI750KShares$17.6 Million5.0% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.4 Million47.17% of portfolio
-
Envestnet Asset Management Inc387KShares$9.1 Million0.0% of portfolio
-
Ignite Planners, LLC320KShares$7.51 Million1.59% of portfolio