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 |
|---|---|---|---|---|---|---|---|---|---|
| Colgate Palmolive Co | Com | 351 | $9,510,553 | 105,461 | 0.00 | 105,461 | +Inf | 03-31-2024 | |
| Walt Disney Co | Com | 352 | $9,369,472 | 76,573 | 0.00 | 76,573 | +Inf | 03-31-2024 | |
| Global X MLP & Energy Infrastr | Com | 353 | $9,235,252 | 188,513 | 0.00 | 188,513 | +Inf | 03-31-2024 | |
| American Intl Group | Com | 354 | $8,809,269 | 112,479 | 0.00 | 112,479 | +Inf | 03-31-2024 |
