Bay Harbor Wealth Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539 Buy
6
+3
+100% +$269 ﹤0.01% 621
2025
Q1
$232 Buy
+3
New +$232 ﹤0.01% 621