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Connectus Wealth, LLC

SEC CIK
0001857493
Latest filing
May 14, 2024

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q1 2024 holdings

Shares (Q1 2024)
2,050
Value
$238.6K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2022
Holdings of GL by Connectus Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20242,050$238.6K<0.1%+2,050NewHolders
Q3 20230$00.0%−2,050−100.0%Sold outHolders
Q2 20232,050$224.7K<0.1%+2,050NewHolders
Q1 20230$00.0%−1,500−100.0%Sold outHolders
Q4 20221,500$181.0K<0.1%−550−26.8%ReducedHolders
Q3 20222,050$205.0K<0.1%+2,050NewHolders