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 |
|---|---|---|---|---|---|---|---|---|---|
| CF INDUSTRIES HLDGS | Com | 601 | $3,912,164 | 46,986 | 0.00 | 46,986 | +Inf | 03-31-2024 | |
| NRG Energy Inc | Com | 602 | $3,847,173 | 56,835 | 0.00 | 56,835 | +Inf | 03-31-2024 | |
| Johnson & Johnson | Com | 603 | $3,818,308 | 24,137 | 0.00 | 24,137 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY | Com | 604 | $3,806,640 | 6 | 0.00 | 6 | +Inf | 03-31-2024 |
