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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | Com | 151 | $23,576,423 | 53,647 | 0.00 | 53,647 | +Inf | 03-31-2024 | |
| IShr S&P Global Energy | Com | 152 | $23,323,052 | 543,028 | 0.00 | 543,028 | +Inf | 03-31-2024 | |
| ACCENTURE PLC | Com | 153 | $23,048,810 | 104,308 | 0.00 | 104,308 | +Inf | 03-31-2024 | |
| FirstService Corp | Com | 154 | $22,079,088 | 133,167 | 0.00 | 133,167 | +Inf | 03-31-2024 |
