Concurrent Investment Advisors’s SEI Investments SEIC Stock Holding History

Concurrent Investment Advisors’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 Q3	$499K	Buy
2025 Q2	$519K	Buy
2025 Q1	$435K	Buy
2024 Q4	$449K	Buy
2024 Q3	$359K	Sell
2024 Q2	$378K	Buy
2024 Q1	$365K	Buy