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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 (SEIM) 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 $88M 1.9M 46.13
2025-06-30 $6.4M 152k 42.16

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

Sei Investments
Summit Wealth Group Llc / Co
Yeomans Consulting Group
S & T Bank
Envestnet Asset Management
Branch Banking & Trust Company
Beacon Pointe Advisors
FSA Advisors
K2 Financial
Wealth Enhancement Advisory Services
Merit Financial Group
Csenge Advisory Group
Ohe Financial
Goss Wealth Management
Cambridge Investment Research Advisors

View all funds holding Sei Exchange Traded Funds