Leo Wealth LLC’s SEI Investments SEIC Stock Holding History

Leo Wealth LLC’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	$259K	Buy
2025 Q1	$216K	Buy
2024 Q4	$229K	Buy
2024 Q2	–	Sell
2024 Q1	$227K	Buy