SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 6,045 Value ($000) $496 Avg Close $81.71 Range $77.03 - $86.45
Q3 2025
Shares 6,046 Value ($000) $513 Avg Close $88.30 Range $83.71 - $93.38
Q2 2025
Shares 6,066 Value ($000) $545 Avg Close $79.75 Range $63.90 - $89.97
Q1 2025
Shares 6,391 Value ($000) $496 Avg Close $79.45 Range $71.12 - $85.92
Q4 2024
Shares 5,903 Value ($000) $487 Avg Close $77.08 Range $67.36 - $85.72
Q3 2024
Shares 5,537 Value ($000) $383 Avg Close $65.58 Range $61.29 - $68.93
Q2 2024
Shares 4,521 Value ($000) $292 Avg Close $65.68 Range $62.54 - $70.05
Q1 2024
Shares 6,696 Value ($000) $481 Avg Close $64.80 Range $60.07 - $70.77
Q4 2023
Shares 6,624 Value ($000) $421 Avg Close $56.53 Range $50.56 - $62.90
Q3 2023
Shares 8,511 Value ($000) $513 Avg Close $59.56 Range $56.42 - $62.41
Q2 2023
Shares 26,151 Value ($000) $1,559 Avg Close $56.04 Range $53.94 - $57.99
Q1 2023
Shares 25,292 Value ($000) $1,456 Avg Close $57.66 Range $51.86 - $62.20
Q4 2022
Shares 23,622 Value ($000) $1,377 Avg Close $53.75 Range $44.20 - $60.60
Q3 2022
Shares 18,289 Value ($000) $897 Avg Close $52.12 Range $46.68 - $56.28
Q2 2022
Shares 19,316 Value ($000) $1,043 Avg Close $53.41 Range $49.01 - $58.22
Q1 2022
Shares 17,315 Value ($000) $1,043 Avg Close $56.38 Range $51.21 - $60.93
Q4 2021
Shares 14,176 Value ($000) $864 Avg Close $58.40 Range $54.71 - $61.40
Q3 2021
Shares 11,895 Value ($000) $705 Avg Close $57.46 Range $53.72 - $59.79
Q2 2021
Shares 9,479 Value ($000) $587 Avg Close $58.40 Range $51.52 - $60.63
Q1 2021
Shares 8,525 Value ($000) $519 Avg Close $54.84 Range $48.78 - $58.45