Institute for Wealth Management, LLC.'s ownership history for SEIC

Institute for Wealth Management, LLC. currently holds 3.2K shares with a market value of $249.9K. It started holding SEIC on 2025-06-30. At its peak, it held 3.4K shares on 2025-09-30. Its highest holding value was $285.3K on 2025-09-30. At its lowest, it held 3.0K shares on 2025-06-30, with a value of $249.9K on 2026-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 177.