Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CX INSTITUTIONAL | 04-15-2024 | 03-31-2024 | 543 | 2,074,719,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VanEck AMT-Free Long Municipal Index ETF | LONG MUNI ETF | 101 | $11,546,041 | 642,120 | 0.00 | 0.00 | 48,867 | 8.24 | 03-31-2024 |
| Broadcom Inc | COM | 102 | $11,316,351 | 8,538 | 0.00 | 0.00 | 7,249 | 562.37 | 03-31-2024 |
| Meta Platforms Inc | CL A | 103 | $11,219,440 | 23,105 | 0.00 | 0.00 | -6,614 | -22.26 | 03-31-2024 |
| Merck & Co Inc | COM | 104 | $11,205,199 | 84,920 | 0.00 | 0.00 | 9,751 | 12.97 | 03-31-2024 |
