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 |
|---|---|---|---|---|---|---|---|---|---|
| Sherwin Williams | Com | 1801 | $208,398 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
| IShr Industrial | Com | 1802 | $205,787 | 1,637 | 0.00 | 1,637 | +Inf | 03-31-2024 | |
| Fair Isaac Intl Corp | Com | 1803 | $118,172 | 46,615 | 0.00 | 46,615 | +Inf | 03-31-2024 | |
| GABELLI EQUITY TRUST | Com | 1804 | $108,565 | 19,667 | 0.00 | 19,667 | +Inf | 03-31-2024 |
