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Summit Trail Advisors’s SEI Investments SEIC Stock Holding History

Summit Trail 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 		$508K Buy
+5,657
New +$508K 0.01% 733
2018
Q1 		– Sell
-54
Closed -$4K – 1434
2017
Q4 		$4K Buy
+54
New +$4K ﹤0.01% 1489