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Sei Exchange Traded Funds shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by Hart & Patterson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 253k 32.95
2024-06-30 $8.1M 259k 31.15
2024-03-31 $8.1M 261k 30.97

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hart & Patterson Financial Group

Top funds holding Sei Exchange Traded Funds

Envestnet Asset Management
Branch Banking & Trust Company
Hart & Patterson Financial Group
Ohe Financial
Wealth Enhancement Advisory Services
Burns Wealth Management
Cambridge Investment Research Advisors
Csenge Advisory Group
Goss Wealth Management
Petra Financial Advisors
Perigon Wealth Management
BBK Capital Partners
Lynx Investment Advisory
Royal Bank of Canada
Stewardship Advisors

View all funds holding Sei Exchange Traded Funds