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Physician Wealth Advisors’s SEI Investments SEIC Stock Holding History

Physician Wealth Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.66K Buy
63
+43
+215% +$3.87K ﹤0.01% 765
2025
Q1 		$1.55K Buy
+20
New +$1.55K ﹤0.01% 926