Innovative Advisory Group, LLC
- SEC CIK
- 0002156202
SEIC holding history
SEI INVESTMENTS CO
Every 13F filing in which Innovative Advisory Group, LLC reported holding SEIC, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
SEIC overviewAll 13F holders of SEICFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Q4 2025 | 100 | $8.2K | 0.01% | 00.0% | Unchanged |
| Q3 2025 | 100 | $8.49K | 0.01% | 00.0% | Unchanged |
| Q2 2025 | 100 | $8.99K | 0.01% | −900−90.0% | Reduced |
| Q1 2025 | 1,000 | $77.63K | 0.07% | 00.0% | Unchanged |
| Q4 2024 | 1,000 | $82.48K | 0.07% | +1,000 | New |