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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX Corporation | COM | 851 | $635,975 | 6,521 | 0.00 | 0.00 | 1,841 | 39.34 | 03-31-2024 |
| Berkshire Hathaway Cl A | CL A | 852 | $634,440 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| Nike Inc Class B | CL B | 853 | $624,027 | 6,640 | 0.00 | 0.00 | -319 | -4.58 | 03-31-2024 |
| DR Horton Inc | COM | 854 | $618,414 | 3,758 | 0.00 | 0.00 | 235 | 6.67 | 03-31-2024 |
