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Wealth Alliance Advisory Group, LLC → SEIC
Wealth Alliance Advisory Group, LLC SEIC Position History
SEI Investments Company • Financial Services
Quarters held
4
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 37.5K | — | — |
| Q2 2026 | $3.3M | 37.5K | — | — |
| Q1 2026 | $2.9M | 37.5K | — | — |
| Q4 2025 | $3.1M | 37.5K | — | — |
Other funds holding SEIC
$415.2M
$377.9M
$372.9M
$372.9M
$357.2M
$328.4M
$324.5M
$296.8M