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Moran Wealth Management, LLC → SEIC
Moran Wealth Management, LLC SEIC Position History
SEI Investments Company • Financial Services
Quarters held
7
Latest value
$85K
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $4K |
| Q1 2026 | $3.4M |
| Q2 2026 | $3.6M |
| Q2 2026 | $27K |
| Q3 2026 | $4.1M |
| Q3 2026 | $85K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $85K | 829 | — | — |
| Q3 2026 | $4.1M | 39.5K | — | — |
| Q2 2026 | $27K | 305 | — | — |
| Q2 2026 | $3.6M | 40.7K | — | — |
| Q1 2026 | $3.4M | 42.9K | — | — |
| Q1 2026 | $4K | 51 | — | — |
| Q4 2025 | $3.6M | 44.2K | — | — |
Other funds holding SEIC
$415.2M
$377.9M
$372.9M
$372.9M
$357.2M
$328.4M
$324.5M
$296.8M