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 |
|---|---|---|---|---|---|---|---|---|---|
| BOOKING HLDGS INC | Com | 1151 | $1,044,214 | 17,135 | 0.00 | 17,135 | +Inf | 03-31-2024 | |
| S&P MidCap 400 ETF | Com | 1152 | $1,039,217 | 1,866 | 0.00 | 1,866 | +Inf | 03-31-2024 | |
| PPG INDUSTRIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 0.48 | 03-31-2024 |
| WALGREENS BOOTS ALNC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25,347 | -39.37 | 03-31-2024 |
