A detailed history of True Wealth Design, LLC transactions in Sei Investments CO stock. As of the latest transaction made, True Wealth Design, LLC holds 12,589 shares of SEIC stock, worth $1.02 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,589
Previous 12,509 0.64%
Holding current value
$1.02 Million
Previous $899 Million 9.45%
% of portfolio
0.2%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$64.34 - $70.99 $5,147 - $5,679
80 Added 0.64%
12,589 $814 Million
Q1 2024

May 14, 2024

SELL
$62.21 - $72.02 $7,278 - $8,426
-117 Reduced 0.93%
12,509 $899 Million
Q4 2023

Feb 14, 2024

SELL
$52.9 - $64.59 $634 - $775
-12 Reduced 0.09%
12,626 $802 Million
Q3 2023

Nov 13, 2023

SELL
$59.0 - $64.08 $15,930 - $17,301
-270 Reduced 2.09%
12,638 $761 Million
Q2 2023

Aug 14, 2023

SELL
$56.5 - $59.62 $7,006 - $7,392
-124 Reduced 0.95%
12,908 $770 Million
Q1 2023

May 12, 2023

SELL
$54.8 - $64.25 $7,124 - $8,352
-130 Reduced 0.99%
13,032 $750 Million
Q4 2022

Feb 15, 2023

BUY
$47.36 - $63.16 $623,352 - $831,311
13,162 New
13,162 $767 Million

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 $10.9B
  • 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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