A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 14,730 shares of SEIC stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,730
Previous 15,096 2.42%
Holding current value
$1.19 Million
Previous $976,000 4.41%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$63.1 - $69.83 $23,094 - $25,557
-366 Reduced 2.42%
14,730 $1.02 Million
Q2 2024

Jul 16, 2024

SELL
$64.34 - $70.99 $40,083 - $44,226
-623 Reduced 3.96%
15,096 $976,000
Q1 2024

Apr 15, 2024

SELL
$62.21 - $72.02 $46,284 - $53,582
-744 Reduced 4.52%
15,719 $1.13 Million
Q4 2023

Jan 30, 2024

SELL
$52.9 - $64.59 $18,779 - $22,929
-355 Reduced 2.11%
16,463 $1.05 Million
Q3 2023

Nov 13, 2023

BUY
$59.0 - $64.08 $992,262 - $1.08 Million
16,818 New
16,818 $1.01 Million
Q2 2020

Aug 10, 2020

BUY
$44.08 - $60.77 $313,408 - $432,074
7,110 New
7,110 $1.43 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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