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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.33K Hold
2024
Q3
$6.06K Hold
2024
Q2
$4.87K Hold
2024
Q1
$5.03K Hold
2023
Q4
$4.81K Buy