Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CONNECTUS WEALTH LLC | 05-14-2024 | 03-31-2024 | 417 | 3,655,299,289 |
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 |