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 |
|---|---|---|---|---|---|---|---|---|---|
| AFLAC INC | COM | Liquidated | $0 | 0 | 0.00 | 5,916 | +Inf | 12-31-2023 | |
| ISHARES TRUST | COM | Liquidated | $0 | 0 | 0.00 | 17,428 | +Inf | 03-31-2024 | |
| iShares TR MSCI Acwi (ex Us) | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -98,595 | -91.90 | 03-31-2024 |
| CARMAX INC | Com | 1504 | $442,693 | 5,082 | 0.00 | 5,082 | +Inf | 03-31-2024 |
