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 |
|---|---|---|---|---|---|---|---|---|---|
| Meta Platforms Inc | Com | 51 | $47,037,732 | 213,871 | 0.00 | 213,871 | +Inf | 03-31-2024 | |
| Blackrock Inc Com | Com | 52 | $45,379,125 | 54,431 | 0.00 | 54,431 | +Inf | 03-31-2024 | |
| Salesforce Inc. | Com | 53 | $44,573,999 | 147,996 | 0.00 | 147,996 | +Inf | 03-31-2024 | |
| Workday Inc | Com | 54 | $43,434,346 | 159,246 | 0.00 | 159,246 | +Inf | 03-31-2024 |
