Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTUS WEALTH LLC | 05-14-2024 | 03-31-2024 | 417 | 3,655,299,289 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | Com | 1 | $242,961,633 | 1,650,790 | 0.01 | 1,650,790 | +Inf | 03-31-2024 | |
| AMAZON COM INC | Com | 2 | $230,067,022 | 1,632,232 | 0.01 | 1,632,232 | +Inf | 03-31-2024 | |
| Microsoft Corp | Com | 3 | $115,865,280 | 428,145 | 0.00 | 428,145 | +Inf | 03-31-2024 | |
| ALPHABET INC | Com | 4 | $110,973,118 | 1,201,196 | 0.00 | 1,201,196 | +Inf | 03-31-2024 |
