Lumature Wealth Partners’s SEI Investments SEIC Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$149K	Hold
2023 Q1	$144K	Hold
2022 Q4	$146K	Hold
2022 Q3	$123K	Hold
2022 Q2	$135K	Hold
2022 Q1	$151K	Hold
2021 Q4	$152K	Hold
2021 Q3	$148K	Hold
2021 Q2	$155K	Hold
2021 Q1	$152K	Buy