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Thrive Wealth Management, LLC → SEIC

Thrive Wealth Management, LLC SEIC Position History

SEI Investments Company • Financial Services

Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.7M
Q1 2026$6M
Q2 2026$6.5M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M72.4K——
Q2 2026$6.5M73.9K——
Q1 2026$6M76.8K——
Q4 2025$6.7M81.2K——

Other funds holding SEIC

Other Thrive Wealth Management, LLC positions

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$184.6M
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$183.8M
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$169.1M
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SCHWAB STRATEGIC TR

$160.6M
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VANGUARD INDEX FDS

$158.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$154.9M