LWL
Leo Wealth LLC’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
2,886
+104
| +4% | +$9.34K | 0.02% | 332 |
|
|
2025
Q1 | $216K | Buy |
2,782
+10
| +0.4% | +$776 | 0.03% | 251 |
|
|
2024
Q4 | $229K | Buy |
+2,772
| New | +$229K | 0.02% | 323 |
|
|
2024
Q2 | – | Sell |
-3,160
| Closed | -$227K | – | 350 |
|
|
2024
Q1 | $227K | Buy |
+3,160
| New | +$227K | 0.02% | 303 |
|