Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FDX ADVISORS INC | 11-02-2023 | 09-30-2023 | 622 | 1,256,329,221,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | Common Stock | 51 | $7,018,000 | 23,378 | 0.58 | 0.56 | -12,233 | -34.35 | 09-30-2023 |
| SALESFORCE INC COM | Common Stock | 52 | $6,706,000 | 33,069 | 0.56 | 0.63 | -21,214 | -39.08 | 09-30-2023 |
| SPDR SER TR PORTFOLIO INTRMD | ETF | 53 | $6,281,000 | 199,723 | 0.52 | 0.39 | -20,793 | -9.43 | 09-30-2023 |
| CHEVRON CORP NEW COM | Common Stock | 54 | $6,135,000 | 36,385 | 0.51 | 0.43 | -13,172 | -26.58 | 09-30-2023 |
