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 |
|---|---|---|---|---|---|---|---|---|---|
| Duke Energy | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -739 | -7.07 | 03-31-2024 |
| MANULIFE FNL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -393 | -0.91 | 03-31-2024 |
| COMMERCE BANCSHARES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 266 | 1.54 | 03-31-2024 |
| COMMERCE BANCSHARES | Com | 1204 | $936,001 | 17,594 | 0.00 | 17,594 | +Inf | 03-31-2024 |
