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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | Com | 551 | $4,634,285 | 25,430 | 0.00 | 25,430 | +Inf | 03-31-2024 | |
| Vanguard FTSE Developed ETF | Com | 552 | $4,339,203 | 86,490 | 0.00 | 86,490 | +Inf | 03-31-2024 | |
| CITIGROUP INC | Com | 553 | $4,231,905 | 66,853 | 0.00 | 66,853 | +Inf | 03-31-2024 | |
| Lowes Co | Com | 554 | $4,168,911 | 16,366 | 0.00 | 16,366 | +Inf | 03-31-2024 |
