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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -64 | -7.54 | 12-31-2023 |
| T. Rowe Price ExchangeTraded Funds Inc - T. Rowe Price Dividend Growth ETF | TDVG | 852 | $50,726 | 1,438 | 0.00 | 1,438 | +Inf | 12-31-2023 | |
| Invesco S&P 500 High Beta | SPHB | 853 | $50,429 | 612 | 0.00 | 612 | +Inf | 12-31-2023 | |
| ARISTA NETWORKS INC COM | ANET | 854 | $50,164 | 213 | 0.00 | 213 | +Inf | 12-31-2023 |
