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 |
|---|---|---|---|---|---|---|---|---|---|
| CARMAX INC | Com | 1501 | $442,693 | 5,082 | 0.00 | 5,082 | +Inf | 03-31-2024 | |
| Verizon | Com | 1502 | $437,890 | 10,436 | 0.00 | 10,436 | +Inf | 03-31-2024 | |
| iShares TR MSCI Acwi (ex Us) | Com | 1503 | $428,919 | 8,034 | 0.00 | 8,034 | +Inf | 03-31-2024 | |
| Nextera Energy Inc | Com | 1504 | $421,487 | 6,595 | 0.00 | 6,595 | +Inf | 03-31-2024 |
