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Kiely Wealth Advisory Group’s SEI Investments SEIC Stock Holding History

Kiely Wealth Advisory Group’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$6.33K Hold
75
– – ﹤0.01% 237
2024
Q3 		$6.06K Hold
75
– – ﹤0.01% 238
2024
Q2 		$4.87K Hold
75
– – ﹤0.01% 232
2024
Q1 		$5.03K Hold
75
– – ﹤0.01% 209
2023
Q4 		$4.81K Buy
+75
New +$4.81K ﹤0.01% 208