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Sei Exchange Traded Funds shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 350 38.86
2025-06-30 $20k 559 35.71
2025-03-31 $18k 557 32.47
2024-12-31 $19k 557 33.13
2024-09-30 $18k 554 32.93
2024-06-30 $18k 554 32.15
2024-03-31 $16k 552 29.55
2023-12-31 $24k 844 28.15
2023-09-30 $21k 839 25.37
2023-06-30 $20k 759 26.21