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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO DB MULTI-SECTOR COMM T BASE METALS FD ETF | DBB | 551 | $133,187 | 7,278 | 0.00 | 7,278 | +Inf | 12-31-2023 | |
| PHILLIPS 66 COM | PSX | 552 | $131,561 | 988 | 0.00 | 988 | +Inf | 12-31-2023 | |
| PALO ALTO NETWORKS INC COM | PANW | 553 | $130,927 | 444 | 0.00 | 444 | +Inf | 12-31-2023 | |
| VANGUARD LONG-TERM TREASURY ETF | VGLT | 554 | $130,505 | 2,121 | 0.00 | 2,121 | +Inf | 12-31-2023 |
