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
iShares Trust Barclays 1-3 YR TSY Idx ETF Com 451 $6,878,376 84,108 0.00 84,108 +Inf 03-31-2024
IDEXX Laboratories Com 452 $6,790,160 12,576 0.00 12,576 +Inf 03-31-2024
IShares Total International Com 453 $6,670,773 98,302 0.00 98,302 +Inf 03-31-2024
Lilly Eli & Co Com 454 $6,602,175 8,487 0.00 8,487 +Inf 03-31-2024
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