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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INT | NZF | 2551 | $1,513 | 128 | 0.00 | 128 | +Inf | 12-31-2023 | |
| FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF | MANAGD MUN ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,429 | -97.94 | 12-31-2023 |
| ENCORE WIRE CORP COM | WIRE | 2553 | $1,495 | 7 | 0.00 | 7 | +Inf | 12-31-2023 | |
| NTNL BEVERAGE CO | FIZZ | 2554 | $1,492 | 30 | 0.00 | 30 | +Inf | 12-31-2023 |
