Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

COLB holding history

Columbia Banking System, Inc. in every 13F filed by Connectus Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COLB overview All 13F holders of COLB Full Q1 2024 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of COLB by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−8,600−100.0%	Sold out	Holders
Q4 2022	8,600	$259.0K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	8,600	$248.0K	<0.1%	−600−6.5%	Reduced	Holders
Q2 2022	9,200	$264.0K	<0.1%	+9,200	New	Holders