Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
MORN holding history
Morningstar, 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.
MORN overviewAll 13F holders of MORNFull Q1 2024 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −1,517−100.0% | Sold out | Holders |
| Q3 2023 | 1,517 | $355.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,517 | $297.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,517 | $308.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,517 | $328.7K | <0.1% | +1+0.1% | Added | Holders |
| Q3 2022 | 1,516 | $322.0K | <0.1% | +502+49.5% | Added | Holders |
| Q2 2022 | 1,014 | $245.0K | <0.1% | +2+0.2% | Added | Holders |
| Q1 2022 | 1,012 | $346.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,012 | $346.0K | <0.1% | +1,012 | New | Holders |