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 |
|---|---|---|---|---|---|---|---|---|---|
| Crown Castle Inc | COM | 1101 | $297,382 | 2,810 | 0.00 | 0.00 | 88 | 3.23 | 03-31-2024 |
| NetApp Inc | COM | 1102 | $297,202 | 2,831 | 0.00 | 0.00 | -8,025 | -73.92 | 03-31-2024 |
| iShares Self-Driving EV and Tech ETF | SELF DRIVNG EV | 1103 | $294,684 | 9,376 | 0.00 | 9,376 | +Inf | 03-31-2024 | |
| SPDR Nuveen Blmbg Barclays Muni Bd ETF | NUVEEN BLMBRG MU | 1104 | $293,555 | 6,316 | 0.00 | 0.00 | -1,140 | -15.29 | 03-31-2024 |
