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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -205,166 | -80.30 | 03-31-2024 |
| Veralto Corp Com. | COM | Liquidated | $0 | 0 | 0.00 | 22,314 | +Inf | 03-31-2024 | |
| PayPal Holdings Inc | Com | 903 | $1,826,586 | 340,502 | 0.00 | 340,502 | +Inf | 03-31-2024 | |
| WILLIAMS SONOMA INC | COM | Liquidated | $0 | 0 | 0.00 | 9,009 | +Inf | 03-31-2024 |
