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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS Health Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -104,289 | -40.06 | 03-31-2024 |
| SPDR SERIES TRUST | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,549 | -0.70 | 03-31-2024 |
| FIDELITYCOVINGTON TR | Com | 303 | $12,148,723 | 204,344 | 0.00 | 204,344 | +Inf | 03-31-2024 | |
| ETF S&P EMRG MKTS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 333,836 | 4278.85 | 03-31-2024 |
