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 | 362,812 | +Inf | 12-31-2023 | |
| Pool Corp | Com | 252 | $15,101,391 | 37,426 | 0.00 | 37,426 | +Inf | 03-31-2024 | |
| Schwab Fundamental Intl Lrg Co | COM | Liquidated | $0 | 0 | 0.00 | 474,697 | +Inf | 12-31-2023 | |
| Freeport-McMoran Cpr&Gld | Com | 254 | $14,972,740 | 318,430 | 0.00 | 318,430 | +Inf | 03-31-2024 |
