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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITYCOVINGTON TR | Com | 301 | $12,148,723 | 204,344 | 0.00 | 204,344 | +Inf | 03-31-2024 | |
| Global X US Infrastructure Dev | Com | 302 | $11,915,172 | 299,301 | 0.00 | 299,301 | +Inf | 03-31-2024 | |
| Progressive Cp Ohio | Com | 303 | $11,882,429 | 57,453 | 0.00 | 57,453 | +Inf | 03-31-2024 | |
| Invesco S&P MidCap Quality ETF | Com | 304 | $11,052,071 | 100,428 | 0.00 | 100,428 | +Inf | 03-31-2024 |
