Summit Wealth Group LLC / CO Sei Exchange Traded Fds Ehned Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding SEIQ
# of Institutions
52Shares Held
9.08MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA7.44MShares$283 Million0.32% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ194KShares$7.37 Million0.97% of portfolio
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S&T Bank Indiana, PA181KShares$6.88 Million2.19% of portfolio
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Envestnet Asset Management Inc160KShares$6.09 Million0.0% of portfolio
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Truist Financial Corp152KShares$5.77 Million0.01% of portfolio