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Index / Passive
Hedge Fund
VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
SEI Instl Managed Tr Global Managed
Ticker: SVTAX
CUSIP: 783925415
Class: Mutual Fund
WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)
Note: Option positions (PUT/CALL) are excluded.
Q2 2016
Shares
7,379
Value ($000)
$84,491
Avg Close
—
Range
—
Q4 2015
Shares
8,134
Value ($000)
$86,709
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q2 2016
7,379
$84,491
—
—
Q4 2015
8,134
$86,709
—
—