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 |
|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Corp | Com | 1451 | $508,853 | 7,034 | 0.00 | 7,034 | +Inf | 03-31-2024 | |
| IShr Sel. Dividend | Com | 1452 | $497,647 | 4,040 | 0.00 | 4,040 | +Inf | 03-31-2024 | |
| S&P Biotech SPDR | Com | 1453 | $491,530 | 5,180 | 0.00 | 5,180 | +Inf | 03-31-2024 | |
| ARISTA NETWORKS IN | Com | 1454 | $479,575 | 1,653 | 0.00 | 1,653 | +Inf | 03-31-2024 |
