Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services 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.

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

Shares (Q1 2024): 1,661
Value: $218.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2021

Holdings of DFS by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	1,661	$218.2K	<0.1%	+1,661	New	Holders
Q1 2022	0	$0	0.0%	−6,218−100.0%	Sold out	Holders
Q4 2021	6,218	$719.0K	<0.1%	+6,218	New	Holders