Coppell Advisory Solutions LLC Sei Exchange Traded Fds Enhanc Transaction History
Coppell Advisory Solutions LLC
- $721 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SEIV
# of Institutions
50Shares Held
14.1MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.3MShares$444 Million0.53% of portfolio
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Envestnet Asset Management Inc269KShares$9.72 Million0.0% of portfolio
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Truist Financial Corp251KShares$9.05 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA241KShares$8.69 Million3.88% of portfolio
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Geneos Wealth Management Inc.109KShares$3.92 Million0.12% of portfolio