CAS
SEIE

Coppell Advisory Solutions’s SEI Select International Equity ETF SEIE Stock Holding History

Coppell Advisory Solutions’s Portfolio SEIE Stock Details SEIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-480
Closed -$11.5K – 1965
2024
Q4 		$11.5K Buy
+480
New +$11.7K ﹤0.01% 1065

Other funds holding SEIE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
BI
Binnacle Investments Urbandale, Iowa $170M AUM

Coppell Advisory Solutions's SEIE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of SEI Select International Equity ETF (SEIE) in Q1 2025, closing a stake of 480 shares — an estimated $11.5K sold.

Coppell Advisory Solutions first reported a position in SEIE in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 31 funds tracked by Wall St. Rank hold SEIE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining SEI Select International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 480 SEI Select International Equity ETF shares in Q1 2025, an estimated $11.5K.
  • Coppell Advisory Solutions first reported a position in SEI Select International Equity ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's SEI Select International Equity ETF position peaked at $11.5K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held SEI Select International Equity ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.