KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio SEIX Stock Details SEIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-208,032
Closed -$4.98M – 84
2024
Q4 		$4.98M Buy
208,032
+158,222
+318% +$3.79M 3.68% 10
2024
Q3 		$1.19M Buy
+49,810
New +$1.19M 0.99% 23