Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 350 shares of SEIV stock, worth $13,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

350

Previous 559 37.39%

Holding current value

$13,951

Previous $19,000 31.58%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$35.41 - $38.93 $7,400 - $8,136	-209 Reduced 37.39%	350 $13,000
Q2 2025 Aug 13, 2025	BUY	$28.53 - $35.69 $57 - $71	2 Added 0.36%	559 $19,000
Q4 2024 Feb 07, 2025	BUY	$32.51 - $34.98 $97 - $104	3 Added 0.54%	557 $18,000
Q2 2024 Aug 13, 2024	BUY	$29.24 - $31.34 $58 - $62	2 Added 0.36%	554 $17,000
Q1 2024 Jun 11, 2024	SELL	$27.86 - $30.97 $8,135 - $9,043	-292 Reduced 34.6%	552 $17,000

Q4 2023 Feb 09, 2024	BUY	$24.13 - $28.25 $120 - $141	5 Added 0.6%	844 $23,000
Q3 2023 Nov 03, 2023	BUY	$25.14 - $26.86 $2,011 - $2,148	80 Added 10.54%	839 $21,000
Q2 2023 Aug 04, 2023	BUY	$23.33 - $26.21 $17,707 - $19,893	759 New	759 $19,000

Others Institutions Holding SEIV

# of Institutions

Shares Held

17.9M

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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Ever Source Wealth Advisors, LLC Sei Exchange Traded Fds Enhanc Transaction History