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 |
|---|---|---|---|---|---|---|---|---|---|
| Eaton Corp PLC | SHS | 751 | $846,882 | 2,708 | 0.00 | 0.00 | -19 | -0.70 | 03-31-2024 |
| Service Corp Intl | COM | 752 | $840,799 | 11,330 | 0.00 | 0.00 | -726 | -6.02 | 03-31-2024 |
| Schwab US Broad Market ETF | US BRD MKT ETF | 753 | $840,274 | 13,764 | 0.00 | 0.00 | -24,949 | -64.45 | 03-31-2024 |
| Citigroup Inc | COM NEW | 754 | $837,669 | 13,246 | 0.00 | 0.00 | 538 | 4.23 | 03-31-2024 |
