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
Coursera Inc COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
OTIS WORLDWIDE CORP COM COM Liquidated $0 0 0.00 0.00 -135 -90.00 12-31-2023
Bluerock Homes Trust Inc Cl A BHM 2653 $1,164 86 0.00 86 +Inf 12-31-2023
PROSPERITY BANCSHARES INC COM PB 2654 $1,151 17 0.00 17 +Inf 12-31-2023
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