Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COPPERWYND FINANCIAL LLC | 08-08-2023 | 06-30-2023 | 135 | 214,726,312 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 51 | $1,780,313 | 6,250 | 0.00 | 6,250 | +Inf | 06-30-2023 | |
| EXXON MOBIL CORP | COM | 52 | $1,745,499 | 16,275 | 0.00 | 0.00 | -293 | -1.77 | 06-30-2023 |
| GENERAL ELECTRIC CO | COM NEW | 53 | $1,721,679 | 15,673 | 0.00 | 0.00 | -21,031 | -57.30 | 06-30-2023 |
| WORLD GOLD TR | SPDR GLD MINIS | 54 | $1,674,056 | 43,950 | 0.00 | 0.00 | -1,397 | -3.08 | 06-30-2023 |
