SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 298 Value ($000) $24 Avg Close $81.71 Range $77.03 - $86.45
Q4 2020
Shares 60 Value ($000) $3 Avg Close $50.82 Range $45.28 - $53.93