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

Accurate Wealth Management, LLC

$688 Million
Q4 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 5,513 shares of SEIV stock, worth $219,748. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,513

Previous 7,359 25.08%

Holding current value

$219,748

Previous $286,000 23.43%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$37.75 - $40.37 $69,686 - $74,523	-1,846 Reduced 25.08%	5,513 $219,000
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

Shares Held

18M

Call Options Held

Put Options Held

View Full List

About SEI EXCHANGE TRADED FDS ENHANC

Ticker SEIV
Sector ETFs
Industry ETFs

More about SEIV

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