Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
FFWM holding history
First Foundation 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.
FFWM overviewAll 13F holders of FFWMFull Q1 2024 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −56,408−100.0% | Sold out | Holders |
| Q3 2022 | 56,408 | $1.02M | <0.1% | +3,186+6.0% | Added | Holders |
| Q2 2022 | 53,222 | $1.09M | <0.1% | +7,230+15.7% | Added | Holders |
| Q1 2022 | 45,992 | $1.14M | <0.1% | −2,830−5.8% | Reduced | Holders |
| Q4 2021 | 48,822 | $1.21M | <0.1% | +48,822 | New | Holders |