Focus Partners Wealth
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Focus Partners Wealth’s SEI Investments SEIC Stock Holding History

Focus Partners Wealth’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$370K Buy
+4,117
New +$370K ﹤0.01% 1572
2025
Q1 		– Sell
-3,406
Closed -$281K – 1979
2024
Q4 		$281K Buy
+3,406
New +$281K ﹤0.01% 1565