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 |
|---|---|---|---|---|---|---|---|---|---|
| CHECK POINT SOFTWARE | Com | 1301 | $765,271 | 4,666 | 0.00 | 4,666 | +Inf | 03-31-2024 | |
| TOLL BROTHERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,980 | -28.71 | 03-31-2024 |
| Intel Corp Com | Com | 1303 | $754,697 | 17,086 | 0.00 | 17,086 | +Inf | 03-31-2024 | |
| CINCINNATI FINL CORP | Com | 1304 | $752,781 | 6,062 | 0.00 | 6,062 | +Inf | 03-31-2024 |
