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 |
|---|---|---|---|---|---|---|---|---|---|
| CARMAX INC COM | KMX | 701 | $76,893 | 1,002 | 0.00 | 1,002 | +Inf | 12-31-2023 | |
| WALGREENS BOOTS ALLIANCE INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -302 | -12.80 | 12-31-2023 |
| HOWMET AEROSPACE INC COM | HWM | 703 | $76,580 | 1,415 | 0.00 | 1,415 | +Inf | 12-31-2023 | |
| Sprott Physical Gold & Silver Tr Unit | CEF | 704 | $76,504 | 3,995 | 0.00 | 3,995 | +Inf | 12-31-2023 |
