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
PURE STORAGE INC COM Liquidated $0 0 0.00 14,400 +Inf 03-31-2024
Charles Schwab Corp Com 1452 $508,853 7,034 0.00 7,034 +Inf 03-31-2024
Archer Daniels Midland C COM Liquidated $0 0 0.00 0.00 -30,559 -81.28 03-31-2024
MICRON TECHNOLOGY COM Liquidated $0 0 0.00 0.00 -22 -0.37 03-31-2024
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