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Regent Peak Wealth Advisors’s SEI Investments SEIC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-26
Closed -$1K – 833
2020
Q4 		$1K Buy
+26
New +$1K ﹤0.01% 984