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 |
|---|---|---|---|---|---|---|---|---|---|
| Procter & Gamble Co | Com | 851 | $2,000,301 | 12,329 | 0.00 | 12,329 | +Inf | 03-31-2024 | |
| AGCO CORP | Com | 852 | $1,992,722 | 16,159 | 0.00 | 16,159 | +Inf | 03-31-2024 | |
| IShr Russell 2000 | Com | 853 | $1,986,073 | 9,444 | 0.00 | 9,444 | +Inf | 03-31-2024 | |
| Pfizer Inc | Com | 854 | $1,977,399 | 71,258 | 0.00 | 71,258 | +Inf | 03-31-2024 |
