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Sei Exchange Traded Funds shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sei Exchange Traded Funds by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 31k 32.95
2024-06-30 $996k 32k 31.15
2024-03-31 $1.0M 34k 30.97

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Sei Exchange Traded Funds

Envestnet Asset Management
Branch Banking & Trust Company
Hart & Patterson Financial Group
Ohe Financial
Wealth Enhancement Advisory Services
Burns Wealth Management
Cambridge Investment Research Advisors
Csenge Advisory Group
Goss Wealth Management
Petra Financial Advisors
Perigon Wealth Management
BBK Capital Partners
Lynx Investment Advisory
Royal Bank of Canada
Stewardship Advisors

View all funds holding Sei Exchange Traded Funds