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 |
|---|---|---|---|---|---|---|---|---|---|
| Iron Mountain Inc Com | Com | 751 | $2,482,500 | 30,700 | 0.00 | 30,700 | +Inf | 03-31-2024 | |
| SPDR Technology Select | Com | 752 | $2,426,521 | 11,651 | 0.00 | 11,651 | +Inf | 03-31-2024 | |
| Vanguard Muni BND Tax Exempt ETF | Com | 753 | $2,424,786 | 47,921 | 0.00 | 47,921 | +Inf | 03-31-2024 | |
| Two Harbors Investment Corp Se | Com | 754 | $2,409,048 | 102,600 | 0.00 | 102,600 | +Inf | 03-31-2024 |
