SEI Investments Company shares owned by True Wealth Design
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in SEI Investments Company
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All positions including SEI Investments Company held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SEI Investments Company by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $802k | 13k | 63.55 |
| 2023-09-30 | $761k | 13k | 60.23 |
| 2023-06-30 | $770k | 13k | 59.62 |
| 2023-03-31 | $750k | 13k | 57.55 |
| 2022-12-31 | $767k | 13k | 58.30 |