Exencial Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History

Exencial Wealth Advisors, LLC

$2.63 Billion
Q1 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 48,670 shares of SEIV stock, worth $1.73 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

48,670

Previous 48,372 0.62%

Holding current value

$1.73 Million

Previous $1.6 Million 1.44%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$31.66 - $34.73 $9,434 - $10,349	298 Added 0.62%	48,670 $1.58 Million
Q4 2024 Feb 06, 2025	SELL	$32.51 - $34.98 $165,540 - $178,118	-5,092 Reduced 9.52%	48,372 $1.6 Million
Q3 2024 Oct 31, 2024	SELL	$29.78 - $32.95 $125,522 - $138,884	-4,215 Reduced 7.31%	53,464 $1.76 Million
Q2 2024 Aug 12, 2024	SELL	$29.24 - $31.34 $130,147 - $139,494	-4,451 Reduced 7.16%	57,679 $1.8 Million
Q1 2024 May 10, 2024	BUY	$27.86 - $30.97 $1.73 Million - $1.92 Million	62,130 New	62,130 $1.92 Million

Others Institutions Holding SEIV

# of Institutions

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About SEI EXCHANGE TRADED FDS ENHANC

Ticker SEIV
Sector ETFs
Industry ETFs

More about SEIV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Account

Exencial Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History