Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

EG holding history

Everest Group, Ltd. 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of EG by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−1,862−100.0%	Sold out	Holders
Q2 2023	1,862	$638.8K	<0.1%	+117+6.7%	Added	Holders
Q1 2023	1,745	$625.9K	<0.1%	+1,745	New	Holders