BAKER TILLY WEALTH MANAGEMENT, LLC – SEI Investments Company Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$897,000
portfolio value
BAKER TILLY WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.20%
quarter
SEI Investments Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.32% | -1.02K shares | -146K | $49.05 | 18.28K |
| Q2 2022 | share | Increase | +11.56% | 2.00K shares | 0 | $54.02 | 19.31K |
| Q1 2022 | share | Increase | +22.14% | 3.13K shares | 179K | $60.21 | 17.31K |
| Q4 2021 | share | Increase | +19.18% | 2.28K shares | 159K | $61.33 | 14.17K |
| Q3 2021 | share | Increase | +25.49% | 2.41K shares | 118K | $59.3 | 11.89K |
| Q2 2021 | share | Increase | 0.00% | 9.47K shares | 587K | $61.97 | 9.47K |