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
Hess Corp Com 1251 $850,032 5,567 0.00 5,567 +Inf 03-31-2024
Two Harbors Investment Corp Se Com 1252 $845,157 36,500 0.00 36,500 +Inf 03-31-2024
Xylem Inc Com Com 1253 $820,674 6,350 0.00 6,350 +Inf 03-31-2024
Bondbloxx ETF Trust Bloomberg Six MNTH TRGT Dur Com 1254 $820,450 16,308 0.00 16,308 +Inf 03-31-2024
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