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Coppell Advisory Solutions’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Coppell Advisory Solutions’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-205
Closed -$8.95K – 2041
2024
Q3 		$8.95K Hold
205
– – ﹤0.01% 1119
2024
Q2 		$8.73K Buy
+205
New +$8.71K ﹤0.01% 1052
2023
Q4 		$9.16K Buy
+205
New +$8.41K ﹤0.01% 956

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Cetera Investment Advisers
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coppell Advisory Solutions's LKOR Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2024, closing a stake of 205 shares — an estimated $8.95K sold.

Coppell Advisory Solutions first reported a position in LKOR in Q4 2023 and held it in 3 quarters. The position peaked at $9.16K in Q4 2023. 17 funds tracked by Wall St. Rank hold LKOR as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 205 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2024, an estimated $8.95K.
  • Coppell Advisory Solutions first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $9.16K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.