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 |
|---|---|---|---|---|---|---|---|---|---|
| FFC Preferred Port | COM | Liquidated | $0 | 0 | 0.00 | 101,740 | +Inf | 03-31-2024 | |
| Automatic Data Proc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -390 | -6.09 | 03-31-2024 |
| McDonalds Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,374 | 41.17 | 03-31-2024 |
| BOSTON SCIENTIFIC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 313 | 1.32 | 03-31-2024 |
