SUMMIT WEALTH GROUP LLC / CO
Position in SEIV — SEI Enhanced U.S. Large Cap Value Factor ETF
CIK 2081278
COLORADO SPRINGS, CO
All Filings in SEIV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEIV | $113,860,144 | 2,739,657 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 SEIV | $91,430,185 | 2,203,137 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 SEIV | $6,387,260 | 178,965 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||