Exencial Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 53,464 shares of SEIV stock, worth $1.76 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
53,464
Previous 57,679
7.31%
Holding current value
$1.76 Million
Previous $1.8 Million
1.95%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SEIV
# of Institutions
35Shares Held
14.5MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA13MShares$430 Million0.59% of portfolio
-
Envestnet Asset Management Inc306KShares$10.1 Million0.0% of portfolio
-
Truist Financial Corp297KShares$9.79 Million0.01% of portfolio
-
Hart & Patterson Financial Group LLC Amherst, MA253KShares$8.35 Million3.95% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ90.7KShares$2.99 Million0.01% of portfolio