Parkworth Wealth Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359 Hold
4
﹤0.01% 738
2025
Q1
$311 Hold
4
﹤0.01% 573
2024
Q4
$330 Buy
+4
New +$330 ﹤0.01% 575