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 CORE S&P SCP ETF | IJR | 151 | $1,249,638 | 11,544 | 0.00 | 11,544 | +Inf | 12-31-2023 | |
| DUPONT DE NEMOURS INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,363 | -11.58 | 12-31-2023 |
| WELLS FARGO & COMPANY COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -11,168 | -27.34 | 12-31-2023 |
| ISHARES TRUST RUS 1000 VAL ETF | IWD | 154 | $1,221,456 | 7,392 | 0.00 | 7,392 | +Inf | 12-31-2023 |
