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Pursue Wealth Partners’s SEI Investments SEIC Stock Holding History

Pursue Wealth Partners’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
Q1 		– Sell
-3,008
Closed -$248K – 131
2024
Q4 		$248K Buy
+3,008
New +$248K 0.14% 98