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Waverly Advisors’s SEI Investments SEIC Stock Holding History

Waverly 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 		– Sell
-2,825
Closed -$219K – 1214
2025
Q1 		$219K Buy
+2,825
New +$219K ﹤0.01% 1029