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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 0.03 | 03-31-2024 |
| CONSOL ENERGY DISC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -856 | -3.65 | 03-31-2024 |
| Amcor PLC F | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,728 | -5.11 | 03-31-2024 |
| AMERIPRISE FINANCIAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -186 | -3.04 | 03-31-2024 |
