Ae Wealth Management LLC Sei Investments CO Transaction History

Ae Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$52.9 - $64.59 $243,234 - $296,984	-4,598 Reduced 26.45%	12,789 $812,000
Q3 2023 Oct 11, 2023	BUY	$59.0 - $64.08 $138,532 - $150,459	2,348 Added 15.61%	17,387 $1.05 Million
Q2 2023 Jul 10, 2023	BUY	$56.5 - $59.62 $36,838 - $38,872	652 Added 4.53%	15,039 $896,000
Q1 2023 Apr 14, 2023	BUY	$54.8 - $64.25 $47,730 - $55,961	871 Added 6.44%	14,387 $827,000
Q4 2022 Jan 31, 2023	BUY	$47.36 - $63.16 $28,984 - $38,653	612 Added 4.74%	13,516 $787,000
Q3 2022 Oct 25, 2022	BUY	$49.05 - $58.61 $179,228 - $214,160	3,654 Added 39.5%	12,904 $633,000
Q2 2022 Aug 03, 2022	BUY	$51.73 - $61.18 $478,502 - $565,915	9,250 New	9,250 $500,000

535

96.7M

52K

Ticker SEIC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 134,828,000
Market Cap $11.6B
Description
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its...

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