SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

Note: Option positions (PUT/CALL) are excluded.

Q1 2024
Shares 5 Value ($000) $0 Avg Close $64.80 Range $60.07 - $70.77
Q4 2023
Shares 9 Value ($000) $1 Avg Close $56.53 Range $50.56 - $62.90
Q3 2023
Shares 9 Value ($000) $1 Avg Close $59.56 Range $56.42 - $62.41
Q2 2023
Shares 5 Value ($000) $0 Avg Close $56.04 Range $53.94 - $57.99
Q1 2023
Shares 5 Value ($000) $0 Avg Close $57.66 Range $51.86 - $62.20
Q4 2022
Shares 271 Value ($000) $9 Avg Close $53.75 Range $44.20 - $60.60