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 |
|---|---|---|---|---|---|---|---|---|---|
| MONDAY COM | MNDY | 801 | $56,155 | 299 | 0.00 | 299 | +Inf | 12-31-2023 | |
| SPDR SERIES TRUST BLMBRG BRC CNVRT ETF | CWB | 802 | $56,133 | 778 | 0.00 | 778 | +Inf | 12-31-2023 | |
| FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF | FMB | 803 | $56,056 | 1,085 | 0.00 | 1,085 | +Inf | 12-31-2023 | |
| APPLIED MATERIALS INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 2.14 | 12-31-2023 |
