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 |
|---|---|---|---|---|---|---|---|---|---|
| Abbvie Inc | ABBV | 351 | $312,694 | 2,018 | 0.00 | 2,018 | +Inf | 12-31-2023 | |
| CABANA TARGET LEADING SCT MODRT ETF | CLSM | 352 | $311,517 | 15,288 | 0.00 | 15,288 | +Inf | 12-31-2023 | |
| MERCK & CO INC COM | MRK | 353 | $311,034 | 2,853 | 0.00 | 2,853 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TRUST ENERGY ETF | XLE | 354 | $310,617 | 3,705 | 0.00 | 3,705 | +Inf | 12-31-2023 |
