LWMI
SEI

Legacy Wealth Management (Idaho)’s Solaris Energy Infrastructure SEI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.25K Buy
2025
Q1 		$457 Buy