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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR TRENDPILOT US BD ETF | TRENDPILOT US BD | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,200 | 97.56 | 12-31-2023 |
| VANGUARD MID CAP ETF | VO | 652 | $89,057 | 383 | 0.00 | 383 | +Inf | 12-31-2023 | |
| STANLEY BLACK & DECKER INC COM | SWK | 653 | $88,290 | 900 | 0.00 | 900 | +Inf | 12-31-2023 | |
| BWX TECHNOLOGIES INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 271 | 21.73 | 12-31-2023 |
