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Advisor OS’s SEI Investments SEIC Stock Holding History

Advisor OS’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$568K Buy
6,322
+191
+3% +$17.2K 0.06% 228
2025
Q1 		$476K Buy
6,131
+1,028
+20% +$79.8K 0.05% 242
2024
Q4 		$421K Buy
+5,103
New +$421K 0.05% 254