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Sei Exchange Traded Funds shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sei Exchange Traded Funds by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 62k 30.97

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

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