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 |
|---|---|---|---|---|---|---|---|---|---|
| First Trust Pfd | COM | Liquidated | $0 | 0 | 0.00 | 70,000 | +Inf | 03-31-2024 | |
| DEERE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 669 | 29.47 | 03-31-2024 |
| ZOETIS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17,384 | -74.59 | 03-31-2024 |
| DEVON ENERGY CORP | Com | 1104 | $1,146,238 | 22,839 | 0.00 | 22,839 | +Inf | 03-31-2024 |
