Connectus Wealth, LLC historic quarter change: USA Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, Connectus Wealth, LLC opened 1 positions, added to 0, reduced 0 and sold out of 0.
- Q1 2024: Stock Altegris Winton Futures Fund L P CL B Nsa; Country of operation —; Class Com; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1857493), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 2024 | Altegris Winton Futures Fund L P CL B Nsa CUSIP 976995993 | Com | 0 | 69,095 | +69,095 | $0 | $69,095 | +$69,095 | 2024-05-14 |
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