A detailed history of Jfs Wealth Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 102 shares of SEIC stock, worth $8,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 97 5.15%
Holding current value
$8,700
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$69.36 - $86.58 $346 - $432
5 Added 5.15%
102 $8,000
Q3 2024

Oct 25, 2024

BUY
$63.1 - $69.83 $189 - $209
3 Added 3.19%
97 $6,000
Q4 2023

Feb 07, 2024

SELL
$52.9 - $64.59 $846 - $1,033
-16 Reduced 14.55%
94 $5,000
Q3 2023

Nov 02, 2023

BUY
$59.0 - $64.08 $295 - $320
5 Added 4.76%
110 $6,000
Q1 2023

Apr 19, 2023

SELL
$54.8 - $64.25 $1,041 - $1,220
-19 Reduced 15.32%
105 $6,000
Q4 2022

Feb 13, 2023

BUY
$47.36 - $63.16 $378 - $505
8 Added 6.9%
124 $7,000
Q3 2022

Oct 21, 2022

BUY
$49.05 - $58.61 $2,354 - $2,813
48 Added 70.59%
116 $6,000
Q2 2022

Aug 02, 2022

SELL
$51.73 - $61.18 $1,138 - $1,345
-22 Reduced 24.44%
68 $4,000
Q1 2022

May 02, 2022

BUY
$55.39 - $63.59 $2,991 - $3,433
54 Added 150.0%
90 $5,000
Q4 2021

Feb 03, 2022

BUY
$58.31 - $64.89 $2,099 - $2,336
36 New
36 $2,000

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 $11.5B
  • 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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