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 |
|---|---|---|---|---|---|---|---|---|---|
| Home Depot Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,805 | 2.10 | 03-31-2024 |
| Honeywell Intl Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,789 | 2.18 | 03-31-2024 |
| Meta Platforms Inc | Com | 53 | $47,037,732 | 213,871 | 0.00 | 213,871 | +Inf | 03-31-2024 | |
| ISHARES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -29,429 | -5.05 | 03-31-2024 |
