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 |
|---|---|---|---|---|---|---|---|---|---|
| Pulte Homes | Com | 1401 | $603,100 | 5,000 | 0.00 | 5,000 | +Inf | 03-31-2024 | |
| IShr Short Trsry Bd | Com | 1402 | $581,440 | 5,260 | 0.00 | 5,260 | +Inf | 03-31-2024 | |
| EXLSERVICE HOLDINGS | Com | 1403 | $554,751 | 17,445 | 0.00 | 17,445 | +Inf | 03-31-2024 | |
| AUTOZONE INC | Com | 1404 | $539,840 | 171 | 0.00 | 171 | +Inf | 03-31-2024 |
