Alliance Wealth Advisors (Utah)’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$429K	Buy	4,775 +1,128	+31%	+$101K	0.1%	181
2025 Q1	$283K	Buy	3,647 +1,029	+39%	+$79.9K	0.07%	218
2024 Q4	$216K	Buy	+2,618	New	+$216K	0.06%	245