Icon Wealth Partners’s SEI Investments SEIC Stock Holding History

Icon Wealth Partners’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$101K	Buy
2019 Q2	–	Sell
2019 Q1	$93K	Buy
2018 Q4	–	Sell
2018 Q3	$104K	Buy
2018 Q2	$106K	Sell
2018 Q1	$128K	Buy
2017 Q4	$121K	Buy