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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
2024-03-31 $1.0M 34k 30.97

More positions owned by Perigon Wealth Management

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

View all positions for Perigon Wealth Management

Top funds holding Sei Exchange Traded Funds

Sei Investments
Envestnet Asset Management
Branch Banking & Trust Company
Hart & Patterson Financial Group
Ohe Financial
Burns Wealth Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Csenge Advisory Group
Perigon Wealth Management
United Advisor Group
Stratos Wealth Partners
LPL Financial
Petra Financial Advisors
Advisor Group Holdings

View all funds holding Sei Exchange Traded Funds