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
Atlassian Corp Class A Com 1651 $296,567 1,520 0.00 1,520 +Inf 03-31-2024
Financial Select Sector SPDR ETF Com 1652 $288,379 6,847 0.00 6,847 +Inf 03-31-2024
AIR LEASE CORP Com 1653 $288,064 5,600 0.00 5,600 +Inf 03-31-2024
BAXTER INTL INC Com 1654 $285,029 6,667 0.00 6,667 +Inf 03-31-2024
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