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 |
|---|---|---|---|---|---|---|---|---|---|
| Analog Devices Inc | COM | 701 | $989,620 | 5,003 | 0.00 | 0.00 | -9,247 | -64.89 | 03-31-2024 |
| Novartis AG Spons ADR | SPONSORED ADR | 702 | $986,839 | 10,202 | 0.00 | 0.00 | -53 | -0.52 | 03-31-2024 |
| Franklin US Low Volatility High Dividend ETF | FRANKLIN US LOW | 703 | $981,086 | 26,631 | 0.00 | 0.00 | -299 | -1.11 | 03-31-2024 |
| Qualcomm Incorporated | COM | 704 | $969,264 | 5,725 | 0.00 | 0.00 | -19,237 | -77.07 | 03-31-2024 |
