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
BEST BUY INC COM Liquidated $0 0 0.00 0.00 9,575 59.16 03-31-2024
MATADOR RESOURCES COM Liquidated $0 0 0.00 0.00 122 0.35 03-31-2024
Procter & Gamble Co Com 853 $2,000,301 12,329 0.00 12,329 +Inf 03-31-2024
ATKORE INC COM Liquidated $0 0 0.00 0.00 -442 -3.42 03-31-2024
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