Vision Point Advisory Group, LLC Sei Investments CO Transaction History

Vision Point Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$64.34 - $70.99 $9,715 - $10,719	-151 Reduced 30.63%	342 $22,000
Q1 2024 May 10, 2024	SELL	$62.21 - $72.02 $1,306 - $1,512	-21 Reduced 4.09%	493 $35,000
Q4 2023 Feb 07, 2024	BUY	$52.9 - $64.59 $52 - $64	1 Added 0.19%	514 $32,000
Q3 2023 Dec 06, 2023	BUY	$59.0 - $64.08 $12,154 - $13,200	206 Added 67.1%	513 $30,000
Q2 2023 Aug 21, 2023	BUY	$56.5 - $59.62 $17,345 - $18,303	307 New	307 $18,000

528

96.2M

117K

212K

Ticker SEIC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 134,828,000
Market Cap $11.1B
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...

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