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Sei Exchange Traded Funds shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIE) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $63M 1.9M 32.53
2025-06-30 $3.9M 132k 29.48

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Sei Exchange Traded Funds

Summit Wealth Group Llc / Co
S & T Bank
Wealth Enhancement Advisory Services
Compass Capital Corp
Advisor Group Holdings
Apella Capital
BlueChip Wealth Advisors
Perigon Wealth Management
Lynx Investment Advisory
OneAscent Financial Services
Diversified Enterprises
Binnacle Investments
Petra Financial Advisors
LexAurum Advisors
Cora Capital Advisors

View all funds holding Sei Exchange Traded Funds