Continuum Advisory, LLC Sei Exchange Traded Fds Enhanc Transaction History

Continuum Advisory, LLC

$727 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	SELL	$27.51 - $29.65 $137 - $148	-5 Reduced 9.62%	47 $1,000
Q1 2024 May 10, 2024	BUY	$25.91 - $27.79 $1,347 - $1,445	52 New	52 $1,000

Others Institutions Holding SELV

# of Institutions

28

Shares Held

4.7M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

2.77M
Shares

$86.2 Million
0.11% of portfolio
Pollock Investment Advisors, LLC Ann Arbor, MI

1.57M
Shares

$48.7 Million
39.98% of portfolio
Envestnet Asset Management Inc

81.4K
Shares

$2.53 Million
0.0% of portfolio
Truist Financial Corp

74.5K
Shares

$2.32 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

39.3K
Shares

$1.22 Million
0.0% of portfolio

About SEI EXCHANGE TRADED FDS ENHANC

Ticker SELV
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