Wealth Alliance Advisory Group’s SEI Investments SEIC Stock Holding History

Wealth Alliance Advisory Group’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.18M	Hold
2025 Q2	$3.37M	Hold
2025 Q1	$2.91M	Hold
2024 Q4	$3.09M	Hold
2024 Q3	$2.59M	Hold
2024 Q2	$2.43M	Hold
2024 Q1	$2.7M	Hold
2023 Q4	$2.38M	Hold
2023 Q3	$2.26M	Hold
2023 Q2	$2.24M	Hold
2023 Q1	$2.16M	Hold
2022 Q4	$2.19M	Hold
2022 Q3	$1.84M	Hold
2022 Q2	$2.03M	Hold
2022 Q1	$2.26M	Hold
2021 Q4	$2.29M	Hold
2021 Q3	$2.22M	Hold
2021 Q2	$2.32M	Hold
2021 Q1	$2.29M	Hold
2020 Q4	$2.15M	Hold
2020 Q3	$1.9M	Hold
2020 Q2	$2.06M	Hold
2020 Q1	$1.74M	Hold
2019 Q4	$2.46M	Hold
2019 Q3	$2.22M	Hold
2019 Q2	$2.12M	Hold
2019 Q1	$1.99M	Hold
2018 Q4	$1.73M	Hold
2018 Q3	$2.29M	Hold
2018 Q2	$2.35M	Hold
2018 Q1	$2.81M	Buy
2017 Q4	$1.27M	Buy