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
Dell Technologies Com 1351 $702,379 6,153 0.00 6,153 +Inf 03-31-2024
BRITISH AMER TOB PLC COM Liquidated $0 0 0.00 23,945 +Inf 03-31-2024
CSX CORP COM Liquidated $0 0 0.00 0.00 -72,521 -78.22 03-31-2024
Zebra Technologies Com 1354 $696,326 2,310 0.00 2,310 +Inf 03-31-2024
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