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 |
|---|---|---|---|---|---|---|---|---|---|
| Pulte Homes | Com | 1401 | $603,100 | 5,000 | 0.00 | 5,000 | +Inf | 03-31-2024 | |
| INTL FLAVORS & FRAGR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 87 | 1.18 | 03-31-2024 |
| WELLS FARGO & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 679 | 5.88 | 03-31-2024 |
| HUNTINGTON INGALLS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 305 | 15.22 | 03-31-2024 |
