Icon Wealth Advisors’s SEI Investments SEIC Stock Holding History

Icon Wealth 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	$405K	Buy
2025 Q2	$252K	Buy
2025 Q1	$186K	Buy
2024 Q4	$183K	Buy
2024 Q3	$153K	Buy
2024 Q2	$149K	Buy
2024 Q1	$142K	Buy
2023 Q4	$107K	Buy