Connectus Wealth, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Connectus Wealth, LLC opened 116 positions, added to 0, reduced 0, sold out of 168 and left 0 unchanged. The largest increase in value was SPY (+$56,841,785); the largest decrease was SPY (-$231,646,870).
Two Form 13F-HR filings compared (SEC CIK 1857493): 2023-12-31 (filed 2024-02-14) and 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; share change is the position change.
No position of this class changed this way between the two filings.
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