Meriwether Wealth & Planning, LLC SEIQ Holdings History
Meriwether Wealth & Planning, LLC's SEI Enhanced U.S. Large Cap Quality Factor ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 108,344.00 shares of SEI Enhanced U.S. Large Cap Quality Factor ETF(SEIQ), totaling $4.03 Mil. This investment constitutes 2.52% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 1.17% of the outstanding SEI Enhanced U.S. Large Cap Quality Factor ETF(SEIQ) stock.
The initial trade took place in 2024Q4. And since then Meriwether Wealth & Planning, LLC has made 2 purchases of SEIQ, at an average price of $35.47, for a total of 108,344.00 shares. Based on historical transaction data and SEIQ's current price of $37.08, Meriwether Wealth & Planning, LLC's estimated gain on his SEIQ holdings is $174,639.80, reflecting a 4.54% gain to date.
Meriwether Wealth & Planning, LLC SEIQ ($37.08) Holding Chart
Meriwether Wealth & Planning, LLC SEIQ ($37.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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