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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Vanguard Small-Cap Et F | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,032 | 16.05 | 03-31-2024 |
| VanEck Vectors Morningstar | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 300 | 0.55 | 03-31-2024 |
| Conoco Phillips | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -204 | -0.51 | 03-31-2024 |
| ABBVIE INC | Com | 554 | $4,634,285 | 25,430 | 0.00 | 25,430 | +Inf | 03-31-2024 |
