A detailed history of Avion Wealth transactions in Sei Investments CO stock. As of the latest transaction made, Avion Wealth holds 27 shares of SEIC stock, worth $2,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Previous 34 20.59%
Holding current value
$2,199
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
$63.1 - $69.83 $441 - $488
-7 Reduced 20.59%
27 $1,000
Q2 2024

Jul 26, 2024

SELL
$64.34 - $70.99 $836 - $922
-13 Reduced 27.66%
34 $2,000
Q1 2024

May 03, 2024

BUY
$62.21 - $72.02 $1,244 - $1,440
20 Added 74.07%
47 $4,000
Q4 2023

Jan 26, 2024

SELL
$52.9 - $64.59 $899 - $1,098
-17 Reduced 38.64%
27 $2,000
Q3 2023

Oct 20, 2023

BUY
$59.0 - $64.08 $1,003 - $1,089
17 Added 62.96%
44 $2,000
Q2 2023

Jul 14, 2023

BUY
$56.5 - $59.62 $1,073 - $1,132
19 Added 237.5%
27 $1,000
Q1 2023

May 05, 2023

BUY
$54.8 - $64.25 $438 - $514
8 New
8 $0

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 $11B
  • 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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