Focus Partners Advisor Solutions’s SEI Investments SEIC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
12,096
+1,403
+13% +$126K 0.01% 418
2025
Q1
$830K Sell
10,693
-1,667
-13% -$129K 0.01% 430
2024
Q4
$1.02M Buy
+12,360
New +$1.02M 0.02% 330