SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 11,921 Value ($000) $978 Avg Close $81.71 Range $77.03 - $86.45
Q3 2025
Shares 11,699 Value ($000) $993 Avg Close $88.30 Range $83.71 - $93.38
Q2 2025
Shares 11,163 Value ($000) $1,034 Avg Close $79.75 Range $63.90 - $89.97
Q3 2022
Shares 15,945 Value ($000) $782 Avg Close $52.12 Range $46.68 - $56.28
Q2 2022
Shares 15,954 Value ($000) $862 Avg Close $53.41 Range $49.01 - $58.22
Q1 2022
Shares 14,883 Value ($000) $896 Avg Close $56.38 Range $51.21 - $60.93
Q4 2021
Shares 14,817 Value ($000) $903 Avg Close $58.40 Range $54.71 - $61.40
Q3 2021
Shares 11,847 Value ($000) $703 Avg Close $57.46 Range $53.72 - $59.79
Q2 2021
Shares 10,604 Value ($000) $657 Avg Close $58.40 Range $51.52 - $60.63