Concord Wealth Partners Sei Investments CO Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$64.34 - $70.99 $8,557 - $9,441	133 New	133 $8,000
Q3 2023 Apr 30, 2024	BUY	$59.0 - $64.08 $2,065 - $2,242	35 New	35 $2,000
Q4 2022 Jan 27, 2023	BUY	$47.36 - $63.16 $1,657 - $2,210	35 New	35 $2,000
Q2 2022 Aug 04, 2022	SELL	$51.73 - $61.18 $4,086 - $4,833	-79 Reduced 69.3%	35 $2,000
Q1 2021 May 13, 2021	BUY	$52.85 - $61.81 $6,024 - $7,046	114 New	114 $7,000

528

96.2M

117K

212K

Ticker SEIC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 134,828,000
Market Cap $11.1B
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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