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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST ESG AWARE US AGGREGATE BOND | ESG AWR US AGRGT | Liquidated | $0 | 0 | 0.00 | 0.00 | 489 | 188.08 | 12-31-2023 |
| AMER EQY INVEST LIFE HOLDING C COM | AEL | 1102 | $34,931 | 626 | 0.00 | 626 | +Inf | 12-31-2023 | |
| METLIFE INC COM | MET | 1103 | $34,851 | 527 | 0.00 | 527 | +Inf | 12-31-2023 | |
| HP INCORPORATION COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,472 | -53.33 | 12-31-2023 |
