Wealth Enhancement Advisory Services’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
$1.93M Sell
2025
Q1
$1.65M Buy
2024
Q4
$1.24M Buy
2024
Q3
$1.02M Sell
2024
Q2
$977K Sell
2024
Q1
$1.13M Sell
2023
Q4
$1.05M Sell
2023
Q3
$1.01M Buy
2017
Q1
Sell
2016
Q4
$792K Buy
2016
Q2
Sell
2016
Q1
$1.13M Buy
2015
Q4
$1.02M Buy
2015
Q3
$937K Buy
2015
Q2
$805K Sell
2015
Q1
$820K Buy
2014
Q4
$665K Buy