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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | Com | 951 | $1,648,400 | 5,787 | 0.00 | 5,787 | +Inf | 03-31-2024 | |
| Schlumberger Ltd | Com | 952 | $1,640,803 | 29,810 | 0.00 | 29,810 | +Inf | 03-31-2024 | |
| GENERAL MOTORS CO | COM | Liquidated | $0 | 0 | 0.00 | 48,671 | +Inf | 12-31-2023 | |
| Auto Data Processing | Com | 954 | $1,597,127 | 6,390 | 0.00 | 6,390 | +Inf | 03-31-2024 |
