Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

MGR holding history

Affiliated Managers Group, 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of MGR by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−502,835−100.0%	Sold out	Holders
Q2 2023	502,835	$11.1M	0.3%	+502,835	New	Holders
Q4 2022	0	$0	0.0%	−524,613−100.0%	Sold out	Holders
Q3 2022	524,613	$12.0M	0.3%	+524,613	New	Holders