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 |
|---|---|---|---|---|---|---|---|---|---|
| COMMERCE BANCSHARES | Com | 1201 | $936,001 | 17,594 | 0.00 | 17,594 | +Inf | 03-31-2024 | |
| EXPONET INC | Com | 1202 | $909,667 | 11,000 | 0.00 | 11,000 | +Inf | 03-31-2024 | |
| Watsco Inc | Com | 1203 | $902,817 | 2,090 | 0.00 | 2,090 | +Inf | 03-31-2024 | |
| Extra Space Storage Inc | Com | 1204 | $898,905 | 6,115 | 0.00 | 6,115 | +Inf | 03-31-2024 |
