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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTIVE CORP COM | FTV | 2301 | $2,798 | 38 | 0.00 | 38 | +Inf | 12-31-2023 | |
| CANADIAN IMPERIAL BANK OF COMM COM | CM | 2302 | $2,792 | 58 | 0.00 | 58 | +Inf | 12-31-2023 | |
| MCCORMICK ORD | MKC.V | 2303 | $2,788 | 41 | 0.00 | 41 | +Inf | 12-31-2023 | |
| HERSHEY COMPANY COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
