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Sei Exchange Traded Funds shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIE) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 8.0k 30.51
2025-06-30 $238k 8.1k 29.48
2025-03-31 $280k 11k 26.25
2024-12-31 $258k 11k 23.87