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 |
|---|---|---|---|---|---|---|---|---|---|
| First Solar Inc | Com | 1601 | $320,720 | 1,900 | 0.00 | 1,900 | +Inf | 03-31-2024 | |
| AUTODESK INC | Com | 1602 | $318,086 | 133,032 | 0.00 | 133,032 | +Inf | 03-31-2024 | |
| Wisdomtree Intrst RT HDG Agrgt ETF | Com | 1603 | $315,128 | 14,272 | 0.00 | 14,272 | +Inf | 03-31-2024 | |
| First Trust Low Duration Opp | Com | 1604 | $312,419 | 6,475 | 0.00 | 6,475 | +Inf | 03-31-2024 |
