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TrueWealth Advisors’s SEI Investments SEIC Stock Holding History

TrueWealth 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 		$237K Hold
2,640
– – 0.07% 198
2025
Q1 		$205K Hold
2,640
– – 0.07% 202
2024
Q4 		$218K Buy
+2,640
New +$218K 0.07% 210