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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -128,990 | -25.51 | 03-31-2024 |
| IShr S&P MidCap | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,985 | -6.46 | 03-31-2024 |
| IShr S&P Global Energy | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -628 | -0.10 | 03-31-2024 |
| SYSCO CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15,860 | -4.68 | 03-31-2024 |
