A detailed history of Institute For Wealth Management, Llc. transactions in Sei Investments CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,982 shares of SEIC stock, worth $258,986. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,982
Holding current value
$258,986
% of portfolio
0.03%

Shares

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

Jul 18, 2025

BUY
$66.45 - $89.86 $198,153 - $267,962
2,982 New
2,982 $267,000

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 $11.7B
  • 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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