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
METLIFE INC COM Liquidated $0 0 0.00 0.00 22,158 36.94 03-31-2024
Invesco S&P 500 Equal Weight ETF Com 502 $5,422,840 32,018 0.00 32,018 +Inf 03-31-2024
DELTA AIR LINES Com 503 $5,355,515 111,760 0.00 111,760 +Inf 03-31-2024
SPDR Portfolio DVLPD WRLD Ex-US ETF Com 504 $5,355,386 149,425 0.00 149,425 +Inf 03-31-2024
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