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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 305,163 | 248.61 | 03-31-2024 |
| Tesla Inc | Com | 402 | $7,907,913 | 44,985 | 0.00 | 44,985 | +Inf | 03-31-2024 | |
| Energy Select Sector SPDR ETF IV | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -39,929 | -29.74 | 03-31-2024 |
| Johnson & Johnson | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,896 | 6.10 | 03-31-2024 |
