Highline Wealth Partners’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$809	Sell	9 -2	-18%	-$180	﹤0.01%	746
2025 Q1	$854	Buy	+11	New	+$854	﹤0.01%	768