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 |
|---|---|---|---|---|---|---|---|---|---|
| HOST HOTELS & RESRTS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,580 | -2.73 | 03-31-2024 |
| FIDELITYCOVINGTON TR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -106,812 | -72.51 | 03-31-2024 |
| Iron Mountain Inc Com | Com | 753 | $2,482,500 | 30,700 | 0.00 | 30,700 | +Inf | 03-31-2024 | |
| NOVO-NORDISK AS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,109 | -4.44 | 03-31-2024 |
