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SEI Investments Company shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

All positions including SEI Investments Company held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SEI Investments Company by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0k 43 69.19

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View all positions for Carolina Wealth Advisors

Top funds holding SEI Investments Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Beutel, Goodman & Company
Bank of America Corporation
Invesco
Geode Capital Management
Dimensional Fund Advisors
Royce & Associates
Btim
Citadel Advisors
Bank of New York Mellon
First Trust Advisors

View all funds holding SEI Investments Company