Kingsview Wealth Management’s SEI Investments SEIC Stock Holding History

Kingsview Wealth Management’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 Q2	$3.46M	Buy
2025 Q1	$2.95M	Buy
2021 Q4	–	Sell
2021 Q3	$913K	Buy