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 |
|---|---|---|---|---|---|---|---|---|---|
| CITY HLDG CO COM | CHCO | 1251 | $24,588 | 223 | 0.00 | 223 | +Inf | 12-31-2023 | |
| PEOPLES BANCORP INC COM | PEBO | 1252 | $24,510 | 726 | 0.00 | 726 | +Inf | 12-31-2023 | |
| TORONTO-DOMINION BANK COM | TD | 1253 | $24,491 | 379 | 0.00 | 379 | +Inf | 12-31-2023 | |
| INNOVATIVE INDUSTRIAL PROPERTE COM | IIPR | 1254 | $24,395 | 242 | 0.00 | 242 | +Inf | 12-31-2023 |
