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 | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -54,459 | -35.42 | 03-31-2024 |
| Colgate Palmolive Co | Com | 352 | $9,510,553 | 105,461 | 0.00 | 105,461 | +Inf | 03-31-2024 | |
| MONDELEZ INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -138 | -0.11 | 03-31-2024 |
| Walt Disney Co | Com | 354 | $9,369,472 | 76,573 | 0.00 | 76,573 | +Inf | 03-31-2024 |
