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
BOOKING HLDGS INC Com 1151 $1,044,214 17,135 0.00 17,135 +Inf 03-31-2024
S&P MidCap 400 ETF Com 1152 $1,039,217 1,866 0.00 1,866 +Inf 03-31-2024
Molina Healthcare Com 1153 $1,012,860 2,465 0.00 2,465 +Inf 03-31-2024
IShares MSCI USA Quality Facto Com 1154 $1,003,350 6,105 0.00 6,105 +Inf 03-31-2024
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