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Avantra Family Wealth’s SEI Investments SEIC Stock Holding History

Avantra Family Wealth’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 		$256K Hold
2,850
– – 0.21% 116
2025
Q1 		$221K Hold
2,850
– – 0.21% 138
2024
Q4 		$235K Buy
+2,850
New +$235K 0.22% 135