Envestnet Portfolio Solutions’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
2025
Q1
$901K Buy
2024
Q4
$917K Buy
2024
Q3
$593K Buy
2024
Q2
$488K Buy
2024
Q1
$350K Buy
2023
Q4
$247K Buy