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 |
|---|---|---|---|---|---|---|---|---|---|
| EXPEDIA GROUP INC | Com | 201 | $19,528,481 | 141,766 | 0.00 | 141,766 | +Inf | 03-31-2024 | |
| Kimberly/Clark | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,102 | -7.04 | 03-31-2024 |
| APPLIED MATERIALS | Com | 203 | $19,448,524 | 94,248 | 0.00 | 94,248 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY | Com | 204 | $19,274,941 | 80,483 | 0.00 | 80,483 | +Inf | 03-31-2024 |
