|
⚲
|
| CX Institutional LLC
✚
| |
|---|---|
| CRD # | 292627 |
| SEC # | 801-112742 |
| CIK # | 0001737089 |
| AUM | $2.4 BB (2024-06-21) |
| Employees | 85 (55% Investors, 0% Brokers) |
| Phone | 260-927-1830 |
| Address | 200 East 7th Street Auburn, IN 46706 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,162 | 0.7 |
| (b) Individuals (high net worth individuals) | 547 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,548 | 2.4 |
| By Discretionary | ||
| Discretionary | 8,548 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,548 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 8,548 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001737089] |
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|---|---|---|
|
Chesley Taft & Associates LLC
✚
|
IL | 2.4 |
|
London and Capital Wealth Advisers Ltd
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|
2.4 | |
|
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OH | 2.4 |
|
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|
Emerald Advisers LLC
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KS | 2.4 |
|
HS Management Partners LLC
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NY | 2.4 |
|
Efficient Advisors LLC
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OH | 2.4 |