True Wealth Design, LLC Sei Investments CO Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
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
Others Institutions Holding SEIC
# of Institutions
526Shares Held
97.1MCall Options Held
117KPut Options Held
214K-
Vanguard Group Inc Valley Forge, PA11.6MShares$935 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.5MShares$927 Million0.02% of portfolio
-
Loomis Sayles & CO L P9.15MShares$738 Million0.83% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA5.95MShares$480 Million1.3% of portfolio
-
Morgan Stanley New York, NY5.95MShares$480 Million0.03% of portfolio
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...