A detailed history of Icon Wealth Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,196 shares of SEIC stock, worth $167,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,196
Previous 1,972 11.36%
Holding current value
$167,335
Previous $141,000 0.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024

BUY
$64.34 - $70.99 $14,412 - $15,901
224 Added 11.36%
2,196 $142,000
Q1 2024

May 15, 2024

BUY
$62.21 - $72.02 $18,351 - $21,245
295 Added 17.59%
1,972 $141,000
Q4 2023

Feb 14, 2024

BUY
$52.9 - $64.59 $88,713 - $108,317
1,677 New
1,677 $106,000

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 $10.3B
  • 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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