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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | Com | 1751 | $228,151 | 1,735 | 0.00 | 1,735 | +Inf | 03-31-2024 | |
| Illinois Tool Works | Com | 1752 | $226,739 | 845 | 0.00 | 845 | +Inf | 03-31-2024 | |
| Invesco S&P SmallCap Energy Et | Com | 1753 | $225,351 | 4,040 | 0.00 | 4,040 | +Inf | 03-31-2024 | |
| Invesco DWA Healthcare | Com | 1754 | $219,800 | 5,000 | 0.00 | 5,000 | +Inf | 03-31-2024 |
