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Sei Exchange Traded Funds shares owned by Wealth Group

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

Historical chart of Wealth Group investment in Sei Exchange Traded Funds

May 2024Jul 2024Sep 2024Nov 2024Jan 2025250k300k7k8k9k
Value ($)Share countHistorical SEIV position of Wealth Group Source: stockzoa.comValue ($)Share count

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All positions including Sei Exchange Traded Funds held by Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $307k 9.3k 33.07
2024-09-30 $317k 9.6k 32.99
2024-06-30 $276k 8.9k 31.11
2024-03-31 $210k 6.8k 31.01

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
TJX Companies (TJX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
Truist Financial Corp equities (TFC)
Mastercard Incorporated Cl A (MA)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Duke Energy Corp Com New (DUK)
Costco Wholesale Corporation (COST)
Home Depot (HD)

View all positions for Wealth Group

Top funds holding Sei Exchange Traded Funds

Sei Investments
Envestnet Asset Management
Branch Banking & Trust Company
Hart & Patterson Financial Group
Advisor Group Holdings
K2 Financial
Wealth Enhancement Advisory Services
Merit Financial Group
Atria Wealth Solutions
Ohe Financial
Goss Wealth Management
Cambridge Investment Research Advisors
Burns Wealth Management
Csenge Advisory Group
Compass Capital Corp

View all funds holding Sei Exchange Traded Funds