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 |
|---|---|---|---|---|---|---|---|---|---|
| Hess Corp | Com | 1251 | $850,032 | 5,567 | 0.00 | 5,567 | +Inf | 03-31-2024 | |
| Vanguard Short Term Treas ETF | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -182 | -1.24 | 03-31-2024 |
| Two Harbors Investment Corp Se | Com | 1253 | $845,157 | 36,500 | 0.00 | 36,500 | +Inf | 03-31-2024 | |
| BERKLEY W R CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 111 | 0.94 | 03-31-2024 |
