Whalen Wealth Management Inc.'s ownership history for SEI

Whalen Wealth Management Inc. currently holds 10.7K shares with a market value of $602.3K. It started holding SEI on 2025-09-30. At its peak, it held 22.0K shares on 2025-09-30. Its highest holding value was $880.2K on 2025-09-30. At its lowest, it held 10.7K shares on 2026-03-31, with a value of $602.3K on 2026-03-31.