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EP Wealth Advisors’s SEI Investments SEIC Stock Holding History

EP Wealth Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Buy
+2,336
New +$210K ﹤0.01% 1226