A detailed history of Creative One Wealth, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,837 shares of SEIC stock, worth $240,010. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,837
Previous 4,150 31.64%
Holding current value
$240,010
Previous $322,000 21.12%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$66.45 - $89.86 $87,248 - $117,986
-1,313 Reduced 31.64%
2,837 $254,000
Q1 2025

May 14, 2025

BUY
$72.08 - $86.58 $88,081 - $105,800
1,222 Added 41.73%
4,150 $322,000
Q4 2024

Feb 13, 2025

BUY
$69.36 - $86.58 $203,086 - $253,506
2,928 New
2,928 $241,000

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
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