Purchases and Sales Made in Q2 2025 in Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV) during Q2 2025. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS ENHANC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.13KNew |
$175K - $219K
|
6.13K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$173K - $216K
|
6.06K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.96K+ 4.99% |
$113K - $141K
|
83.3K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.13K+ 15.86% |
$89.3K - $112K
|
22.9K
$824K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
503+ 3.06% |
$14.4K - $18K
|
17K
$611K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
361+ 2.26% |
$10.3K - $12.9K
|
16.3K
$589K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280New |
$7.99K - $9.99K
|
280
$10.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86- 0.31% |
$2.45K - $3.07K
|
28.1K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-359- 0.14% |
$10.2K - $12.8K
|
251K
$9.04M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-2.07K- 2.07% |
$59K - $73.8K
|
98K
$3.53M
|