A detailed history of Exencial Wealth Advisors, LLC transactions in Sei Exchange Traded Fds Enhanc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 53,464 shares of SEIV stock, worth $1.76 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
53,464
Previous 57,679 7.31%
Holding current value
$1.76 Million
Previous $1.8 Million 1.95%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$29.78 - $32.95 $125,522 - $138,884
-4,215 Reduced 7.31%
53,464 $1.76 Million
Q2 2024

Aug 12, 2024

SELL
$29.24 - $31.34 $130,147 - $139,494
-4,451 Reduced 7.16%
57,679 $1.8 Million
Q1 2024

May 10, 2024

BUY
$27.86 - $30.97 $1.73 Million - $1.92 Million
62,130 New
62,130 $1.92 Million

Others Institutions Holding SEIV

About SEI EXCHANGE TRADED FDS ENHANC


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

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.