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 |
---|---|---|---|---|---|---|---|---|---|
THE CIGNA GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,383 | -4.09 | 03-31-2024 |
CHEVRON CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -592 | -0.29 | 03-31-2024 |
Stryker Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -794 | -0.77 | 03-31-2024 |
ISHARES TR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 46,638 | 8.50 | 03-31-2024 |