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 |
|---|---|---|---|---|---|---|---|---|---|
| DEVON ENERGY CORP | Com | 1101 | $1,146,238 | 22,839 | 0.00 | 22,839 | +Inf | 03-31-2024 | |
| Northern Trust | Com | 1102 | $1,139,510 | 12,815 | 0.00 | 12,815 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS GROUP | Com | 1103 | $1,103,803 | 2,635 | 0.00 | 2,635 | +Inf | 03-31-2024 | |
| iShares US Aerospace & Defense | Com | 1104 | $1,067,904 | 8,094 | 0.00 | 8,094 | +Inf | 03-31-2024 |
