A detailed history of Ever Source Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 552 shares of SEIV stock, worth $17,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares
552
Previous 844 34.6%
Holding current value
$17,194
Previous $26,000 34.62%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$27.86 - $30.97 $8,135 - $9,043
-292 Reduced 34.6%
552 $17,000
Q4 2023

Feb 09, 2024

BUY
$24.13 - $28.25 $120 - $141
5 Added 0.6%
844 $23,000
Q3 2023

Nov 03, 2023

BUY
$25.14 - $26.86 $2,011 - $2,148
80 Added 10.54%
839 $21,000
Q2 2023

Aug 04, 2023

BUY
$23.33 - $26.21 $17,707 - $19,893
759 New
759 $19,000

Others Institutions Holding SEIV

About SEI EXCHANGE TRADED FDS ENHANC


  • Ticker SEIV
  • Sector ETFs
  • Industry ETFs
More about SEIV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.