Accurate Wealth Management, LLC Sei Exchange Traded Fds Enhanc Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,359 shares of SEIV stock, worth $293,329. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,359
Previous 6,059 21.46%
Holding current value
$293,329
Previous $216,000 32.41%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$35.41 - $38.93 $46,032 - $50,609
1,300 Added 21.46%
7,359 $286,000
Q2 2025

Jul 15, 2025
BUY
$28.53 - $35.69 $172,863 - $216,245
6,059 New
6,059 $216,000
Q4 2024

Jan 14, 2025
SELL
$32.51 - $34.98 $13,101 - $14,096
-403 Reduced 5.58%
6,824 $226,000
Q3 2024

Oct 17, 2024
SELL
$29.78 - $32.95 $18,165 - $20,099
-610 Reduced 7.78%
7,227 $238,000
Q2 2024

Jul 17, 2024
BUY
$29.24 - $31.34 $7,660 - $8,211
262 Added 3.46%
7,837 $244,000
Q1 2024

Apr 22, 2024
BUY
$27.86 - $30.97 $211,039 - $234,597
7,575 New
7,575 $234,000

Others Institutions Holding SEIV

# of Institutions
52
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About SEI EXCHANGE TRADED FDS ENHANC

SEIV Quotes by TradingView
  • Ticker SEIV
  • Sector ETFs
  • Industry ETFs
More about SEIV
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