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 |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | COM | Liquidated | $0 | 0 | 0.01 | 0.00 | 220,098 | 16.68 | 03-31-2024 |
| Apple Inc | Com | 2 | $242,961,633 | 1,650,790 | 0.01 | 1,650,790 | +Inf | 03-31-2024 | |
| S&P 500 ETF | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 93,511 | 23.77 | 03-31-2024 |
| AMAZON COM INC | Com | 4 | $230,067,022 | 1,632,232 | 0.01 | 1,632,232 | +Inf | 03-31-2024 |
