Claro Advisors’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	$201K	Buy	+2,241	New	+$201K	0.03%	363
2019 Q1	–	Sell	-434	Closed	-$27K	–	778
2018 Q4	$27K	Buy	+434	New	+$27K	0.02%	482