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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TRUST JAPN HEDGE EQT ETF | DXJ | 1351 | $20,235 | 230 | 0.00 | 230 | +Inf | 12-31-2023 | |
| TOAST INC COM CL A | TOST | 1352 | $20,196 | 1,106 | 0.00 | 1,106 | +Inf | 12-31-2023 | |
| iShares Fallen Angels Bond | FALN | 1353 | $20,170 | 764 | 0.00 | 764 | +Inf | 12-31-2023 | |
| SKYWARD SPECIALTY INS GR | SKWD | 1354 | $20,159 | 595 | 0.00 | 595 | +Inf | 12-31-2023 |
