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SEI Investments Company shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SEI Investments Company by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.6k 84.85
2025-06-30 $237k 2.6k 89.86
2025-03-31 $205k 2.6k 77.63
2024-12-31 $218k 2.6k 82.48

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Tidal Trust I Fundstrat Granny (GRNY)
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Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
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First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

Top funds holding SEI Investments Company

Vanguard Group
BlackRock
Loomis, Sayles and
Morgan Stanley
State Street Corporation
Geode Capital Management
Beutel, Goodman & Company
Dimensional Fund Advisors
Invesco
First Trust Advisors
Lord, Abbett & Co
FMR
Caisse de depot et placement du Quebec
Btim
Bank of New York Mellon

View all funds holding SEI Investments Company