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 |
---|---|---|---|---|---|---|---|---|---|
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 |