A detailed history of Spire Wealth Management transactions in Sei Investments CO stock. As of the latest transaction made, Spire Wealth Management holds 188 shares of SEIC stock, worth $15,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
188
Previous 188 -0.0%
Holding current value
$15,775
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$59.0 - $64.08 $22,538 - $24,478
-382 Reduced 67.02%
188 $11,000
Q2 2023

Aug 09, 2023

SELL
$56.5 - $59.62 $3,616 - $3,815
-64 Reduced 10.09%
570 $33,000
Q3 2022

Nov 07, 2022

BUY
$49.05 - $58.61 $882 - $1,054
18 Added 2.92%
634 $31,000
Q2 2022

Jul 22, 2022

BUY
$51.73 - $61.18 $620 - $734
12 Added 1.99%
616 $33,000
Q1 2021

May 21, 2021

BUY
$52.85 - $61.81 $31,921 - $37,333
604 New
604 $37,000

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 $11.3B
  • 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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.