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
CHECK POINT SOFTWARE Com 1301 $765,271 4,666 0.00 4,666 +Inf 03-31-2024
Intel Corp Com Com 1302 $754,697 17,086 0.00 17,086 +Inf 03-31-2024
CINCINNATI FINL CORP Com 1303 $752,781 6,062 0.00 6,062 +Inf 03-31-2024
CSX CORP Com 1304 $749,395 20,200 0.00 20,200 +Inf 03-31-2024
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