Whipplewood Advisors, LLC's ownership history for SEIE


Whipplewood Advisors, LLC currently holds 512 shares with a market value of $16.7K. It started holding SEIE on 2025-09-30. At its peak, it held 525 shares on 2025-12-31. Its highest holding value was $17.1K on 2025-12-31. At its lowest, it held 267 shares on 2025-09-30, with a value of $8.1K on 2025-09-30. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 245.


Whipplewood Advisors, LLC's ownership history for SEIE