SEI Investments Company shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in SEI Investments Company
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Quarterly reported holdings in SEI Investments Company by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 119k | 92.70 |
| 2025-12-31 | $2.4M | 27k | 88.01 |
| 2025-09-30 | $1.8M | 21k | 84.74 |
| 2025-06-30 | $1.9M | 21k | 93.10 |
| 2025-03-31 | $1.7M | 21k | 77.63 |
| 2024-12-31 | $1.0M | 15k | 69.19 |
| 2024-06-30 | $977k | 15k | 64.69 |
| 2024-03-31 | $1.1M | 16k | 71.90 |
| 2023-12-31 | $1.0M | 17k | 63.55 |
| 2023-09-30 | $1.0M | 17k | 60.23 |
| 2020-06-30 | $1.4M | 7.1k | 200.70 |
| 2016-12-31 | $792k | 16k | 49.37 |
| 2016-03-31 | $1.1M | 26k | 42.95 |
| 2015-12-31 | $1.0M | 20k | 52.41 |
| 2015-09-30 | $937k | 19k | 49.61 |
| 2015-06-30 | $805k | 16k | 49.05 |
| 2015-03-31 | $820k | 19k | 44.09 |
| 2014-12-31 | $665k | 17k | 40.04 |
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