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 Intl Dividend Growth | IGRO | 1151 | $31,381 | 486 | 0.00 | 486 | +Inf | 12-31-2023 | |
| ALLIANZGI NFJ DIV INTST & PREM COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -103 | -3.58 | 12-31-2023 |
| DEXCOM INC COM | DXCM | 1153 | $31,271 | 252 | 0.00 | 252 | +Inf | 12-31-2023 | |
| LOCKHEED MARTIN CORP COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -58 | -47.54 | 12-31-2023 |
