Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COPPERWYND FINANCIAL LLC 08-08-2023 06-30-2023 135 214,726,312
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $19,844,707 44,768 0.01 0.00 21,261 90.45 06-30-2023
ISHARES TR RUS 1000 ETF 2 $14,185,004 58,197 0.01 0.01 6,354 12.26 06-30-2023
GLACIER BANCORP INC NEW COM 3 $13,881,840 445,359 0.01 0.01 0 0.00 06-30-2023
VANGUARD WORLD FD MEGA GRWTH IND 4 $13,799,783 58,643 0.01 0.01 -954 -1.60 06-30-2023
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