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 7,227 shares of SEIV stock, worth $238,491. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,227
Previous 7,837 7.78%
Holding current value
$238,491
Previous $244,000 2.46%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SEI EXCHANGE TRADED FDS ENHANC


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

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.