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 |
|---|---|---|---|---|---|---|---|---|---|
| COTERRA ENERGY INC | Com | 651 | $3,298,878 | 118,324 | 0.00 | 118,324 | +Inf | 03-31-2024 | |
| Cme Group Inc Com | Com | 652 | $3,271,187 | 15,194 | 0.00 | 15,194 | +Inf | 03-31-2024 | |
| SPDR Portfolio Short Term Corp | Com | 653 | $3,251,926 | 109,235 | 0.00 | 109,235 | +Inf | 03-31-2024 | |
| 3M | Com | 654 | $3,212,565 | 30,272 | 0.00 | 30,272 | +Inf | 03-31-2024 |
