A detailed history of Clearstead Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Clearstead Advisors, LLC holds 6,176 shares of SEIC stock, worth $521,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,176
Previous 6,184 0.13%
Holding current value
$521,624
Previous $400,000 6.75%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$63.1 - $69.83 $504 - $558
-8 Reduced 0.13%
6,176 $427,000
Q2 2024

Aug 09, 2024

BUY
$64.34 - $70.99 $390,929 - $431,335
6,076 Added 5625.93%
6,184 $400,000
Q3 2023

Nov 07, 2023

BUY
$59.0 - $64.08 $6,372 - $6,920
108 New
108 $6,000

Others Institutions Holding SEIC

About SEI INVESTMENTS CO


  • Ticker SEIC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 134,828,000
  • Market Cap $11.4B
  • 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...
More about SEIC
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.