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
Tesla Inc Com 401 $7,907,913 44,985 0.00 44,985 +Inf 03-31-2024
Bank of America Com 402 $7,735,910 203,926 0.00 203,926 +Inf 03-31-2024
A T & T Inc Com 403 $7,626,764 433,333 0.00 433,333 +Inf 03-31-2024
Broadcom Inc Com 404 $7,545,924 5,688 0.00 5,688 +Inf 03-31-2024
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