Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CONNECTUS WEALTH LLC | 05-14-2024 | 03-31-2024 | 417 | 3,655,299,289 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AGILENT TECHN INC | COM | Liquidated | $0 | 0 | 0.00 | 29,874 | +Inf | 12-31-2023 | |
CARRIER GLOBAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -514 | -0.88 | 03-31-2024 |
FIDELITYCOVINGTON TR | COM | Liquidated | $0 | 0 | 0.00 | 87,063 | +Inf | 12-31-2023 | |
MCKESSON CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,778 | 33.24 | 03-31-2024 |