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 |
|---|---|---|---|---|---|---|---|---|---|
| Amerisourcebergen Corp | Com | 701 | $2,870,644 | 11,767 | 0.00 | 11,767 | +Inf | 03-31-2024 | |
| ISHARES | COM | Liquidated | $0 | 0 | 0.00 | 35,787 | +Inf | 03-31-2024 | |
| BANK OF NEW YORK MEL | Com | 703 | $2,825,122 | 48,969 | 0.00 | 48,969 | +Inf | 03-31-2024 | |
| IShr Rus l000 Growth | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 374 | 4.24 | 03-31-2024 |
