EXENCIAL WEALTH ADVISORS, LLC
Position in SEIM — SEI Enhanced U.S. Large Cap Momentum Factor ETF
CIK 1576151
OKLAHOMA CITY, OK
All Filings in SEIM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 SEIM | $1,681,214 | 39,877 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 SEIM | $1,517,152 | 42,073 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 SEIM | $1,648,222 | 42,689 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 SEIM | $1,804,699 | 49,964 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 SEIM | $1,824,373 | 54,951 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 SEIM | $1,895,413 | 58,970 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||