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 |
|---|---|---|---|---|---|---|---|---|---|
| BUNGE LIMITED COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SYSCO CORP COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 53 | 68.83 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETF | SPHD | 1703 | $9,966 | 235 | 0.00 | 235 | +Inf | 12-31-2023 | |
| BILL COM HLDGS INC COM | BILL | 1704 | $9,954 | 122 | 0.00 | 122 | +Inf | 12-31-2023 |
