CreativeOne Wealth’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	$255K	Sell	2,837 -1,313	-32%	-$118K	0.01%	981
2025 Q1	$322K	Buy	4,150 +1,222	+42%	+$94.9K	0.01%	840
2024 Q4	$242K	Buy	+2,928	New	+$242K	0.01%	954