Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 554 shares of SEIV stock, worth $18,775. This represents 0.0% of its overall portfolio holdings.
Number of Shares
554
Previous 554
-0.0%
Holding current value
$18,775
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SEIV
# of Institutions
36Shares Held
14.4MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.9MShares$439 Million0.57% of portfolio
-
Envestnet Asset Management Inc289KShares$9.81 Million0.0% of portfolio
-
Truist Financial Corp279KShares$9.47 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA253KShares$8.57 Million3.95% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.7 Million0.01% of portfolio