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 |
|---|---|---|---|---|---|---|---|---|---|
| CVR Energy Inc | COM | 351 | $3,399,954 | 95,344 | 0.00 | 95,344 | +Inf | 03-31-2024 | |
| First Trust SMID Cp Rising Div Achv ETF | SMID RISNG ETF | 352 | $3,376,490 | 96,970 | 0.00 | 0.00 | -10,334 | -9.63 | 03-31-2024 |
| SPDR Emerging Markets ETF | PORTFOLIO EMG MK | 353 | $3,368,703 | 93,084 | 0.00 | 0.00 | -50,742 | -35.28 | 03-31-2024 |
| Tapestry Inc | COM | 354 | $3,356,754 | 70,698 | 0.00 | 0.00 | 64,177 | 984.16 | 03-31-2024 |
