Rialto 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	$60.7K	Buy	676 +13	+2%	+$1.17K	0.02%	253
2025 Q1	$51.5K	Hold	663	–	–	0.02%	261
2024 Q4	$54.7K	Buy	+663	New	+$54.7K	0.02%	259