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 Trust Barclays 1-3 YR TSY Idx ETF | Com | 451 | $6,878,376 | 84,108 | 0.00 | 84,108 | +Inf | 03-31-2024 | |
| Qualcomm | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,753 | 25.95 | 03-31-2024 |
| IDEXX Laboratories | Com | 453 | $6,790,160 | 12,576 | 0.00 | 12,576 | +Inf | 03-31-2024 | |
| IShares Total International | Com | 454 | $6,670,773 | 98,302 | 0.00 | 98,302 | +Inf | 03-31-2024 |
