Stephens Consulting’s SEI Investments SEIC Stock Holding History

Stephens Consulting’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$719	Buy
2025 Q1	–	Sell
2024 Q4	$13.3K	Hold
2024 Q3	$11.1K	Sell
2024 Q2	$12.6K	Buy