Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CONNECTUS WEALTH LLC | 05-14-2024 | 03-31-2024 | 417 | 3,655,299,289 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PayPal Holdings Inc | Com | 901 | $1,826,586 | 340,502 | 0.00 | 340,502 | +Inf | 03-31-2024 | |
IShr S&P MidCap | Com | 902 | $1,814,370 | 29,871 | 0.00 | 29,871 | +Inf | 03-31-2024 | |
Pacer US Cash Cows 100 Etf | Com | 903 | $1,791,880 | 30,836 | 0.00 | 30,836 | +Inf | 03-31-2024 | |
IShr Rus l000 Growth | Com | 904 | $1,770,432 | 5,253 | 0.00 | 5,253 | +Inf | 03-31-2024 |