SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 4,434 Value ($000) $364 Avg Close $81.71 Range $77.03 - $86.45
Q3 2025
Shares 4,546 Value ($000) $386 Avg Close $88.30 Range $83.71 - $93.38
Q2 2025
Shares 4,604 Value ($000) $414 Avg Close $79.75 Range $63.90 - $89.97
Q1 2025
Shares 4,649 Value ($000) $361 Avg Close $79.45 Range $71.12 - $85.92
Q4 2024
Shares 4,652 Value ($000) $384 Avg Close $77.08 Range $67.36 - $85.72
Q3 2024
Shares 4,559 Value ($000) $315 Avg Close $65.58 Range $61.29 - $68.93
Q2 2024
Shares 4,542 Value ($000) $294 Avg Close $65.68 Range $62.54 - $70.05
Q1 2024
Shares 4,190 Value ($000) $301 Avg Close $64.80 Range $60.07 - $70.77
Q4 2023
Shares 3,878 Value ($000) $246 Avg Close $56.53 Range $50.56 - $62.90
Q3 2023
Shares 3,487 Value ($000) $210 Avg Close $59.56 Range $56.42 - $62.41
Q1 2019
Shares 293 Value ($000) $15 Avg Close $45.74 Range $40.36 - $48.94
Q4 2018
Shares 293 Value ($000) $14 Avg Close $47.77 Range $38.61 - $55.78
Q3 2018
Shares 89 Value ($000) $5 Avg Close $56.20 Range $52.71 - $58.83
Q2 2018
Shares 89 Value ($000) $6 Avg Close $60.08 Range $55.04 - $68.02
Q1 2018
Shares 89 Value ($000) $6 Avg Close $67.22 Range $61.44 - $70.70
Q4 2017
Shares 89 Value ($000) $6 Avg Close $60.18 Range $54.62 - $65.32