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Summit Wealth Group’s SEI Investments SEIC Stock Holding History

Summit Wealth Group’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,935
Closed – – 226
2023
Q1 		$0 Buy
+10,935
New – ﹤0.01% 244