SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,275 Value ($000) $269 Avg Close $81.71 Range $77.03 - $86.45
Q3 2025
Shares 3,362 Value ($000) $285 Avg Close $88.30 Range $83.71 - $93.38
Q2 2025
Shares 2,982 Value ($000) $268 Avg Close $79.75 Range $63.90 - $89.97