SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q3 2025
Shares 115,735 Value ($000) $5,523 Avg Close $88.30 Range $83.71 - $93.38