Meriwether Wealth & Planning, LLC SEIM Holdings History
Meriwether Wealth & Planning, LLC's SEI Enhanced U.S. Large Cap Momentum Factor ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 14,509.00 shares of SEI Enhanced U.S. Large Cap Momentum Factor ETF(SEIM), totaling $611,700.00. This investment constitutes 0.38% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.09% of the outstanding SEI Enhanced U.S. Large Cap Momentum Factor ETF(SEIM) stock.
The initial trade took place in 2024Q4. And since then Meriwether Wealth & Planning, LLC has made 1 purchases of SEIM, at an average price of $38.55, for a total of 67,612.00 shares. In addition, there have been 1 sales at an average price of $37.94 for 53,103.00 shares. Based on historical transaction data and SEIM's current price of $42.66, Meriwether Wealth & Planning, LLC's estimated gain on his SEIM holdings is $27,156.34, reflecting a 1.04% gain to date.
Meriwether Wealth & Planning, LLC SEIM ($42.66) Holding Chart
Meriwether Wealth & Planning, LLC SEIM ($42.66) 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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