AE Wealth Management’s SEI Investments SEIC Stock Holding History

AE Wealth Management’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Sell
2025 Q1	$299K	Buy
2024 Q1	–	Sell
2023 Q4	$817K	Sell
2023 Q3	$1.05M	Buy
2023 Q2	$897K	Buy
2023 Q1	$828K	Buy
2022 Q4	$788K	Buy
2022 Q3	$633K	Buy
2022 Q2	$500K	Buy