Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | 02-14-2024 | 12-31-2023 | 1725 | 501,931,909 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORPORATION COM | XOM | 101 | $1,856,806 | 18,572 | 0.00 | 18,572 | +Inf | 12-31-2023 | |
| ISHARES TRUST CORE S&P500 ETF | CORE S&P500 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,155 | -31.04 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF | NASD TECH DIV | Liquidated | $0 | 0 | 0.00 | 0.00 | -34,027 | -46.93 | 12-31-2023 |
| VANGUARD VALUE ETF | VALUE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,969 | -18.54 | 12-31-2023 |
