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 |
|---|---|---|---|---|---|---|---|---|---|
| ALIGN TECH INC | Com | 1001 | $1,388,141 | 4,232 | 0.00 | 4,232 | +Inf | 03-31-2024 | |
| FFC Preferred Port | Com | 1002 | $1,380,161 | 92,940 | 0.00 | 92,940 | +Inf | 03-31-2024 | |
| Schwab US Broad Mkt ETF | Com | 1003 | $1,336,140 | 21,886 | 0.00 | 21,886 | +Inf | 03-31-2024 | |
| ACM RESEARCH INC | Com | 1004 | $1,311,300 | 45,000 | 0.00 | 45,000 | +Inf | 03-31-2024 |
