Smartleaf Asset Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.3K Sell
2025
Q1
$36.2K Buy
2024
Q4
$36.3K Buy
2024
Q3
$26.2K Buy
2024
Q2
$11.3K Buy
2024
Q1
$12.4K Buy
2023
Q4
$1.15K Buy