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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Health Care | HEALTH CAR ETF | 651 | $1,102,112 | 4,074 | 0.00 | 0.00 | 771 | 23.34 | 03-31-2024 |
| Walt Disney Co | COM | 652 | $1,098,431 | 8,977 | 0.00 | 0.00 | 1,192 | 15.31 | 03-31-2024 |
| Vulcan Materials Company | COM | 653 | $1,096,032 | 4,016 | 0.00 | 0.00 | -204 | -4.83 | 03-31-2024 |
| Vanguard S&P 500 | S&P 500 ETF SHS | 654 | $1,093,192 | 2,274 | 0.00 | 0.00 | 656 | 40.54 | 03-31-2024 |
