EverSource Wealth Advisors »

Sei Exchange Traded Funds shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sei Exchange Traded Funds by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 844 28.15
2023-12-31 $24k 844 28.15
2023-09-30 $21k 839 25.37
2023-06-30 $20k 759 26.21

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Sei Exchange Traded Funds

Sei Investments
Envestnet Asset Management
Branch Banking & Trust Company
Hart & Patterson Financial Group
Ohe Financial
Burns Wealth Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Csenge Advisory Group
Perigon Wealth Management
United Advisor Group
Stratos Wealth Partners
LPL Financial
Petra Financial Advisors
Advisor Group Holdings

View all funds holding Sei Exchange Traded Funds