Cassady Wealth & Retirement Planning, LLC
PensionPosition in SEIV — SEI Enhanced U.S. Large Cap Value Factor ETF
CIK 2121075
HENDERSON, NV
All Filings in SEIV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEIV | $848,156 | 20,408 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 SEIV | $878,015 | 21,157 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||