Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
MSCI holding history
MSCI 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.
MSCI overviewAll 13F holders of MSCIFull Q1 2024 holdings
- Shares (Q1 2024)
- 15,705
- Value
- $8.80M
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 15,705 | $8.80M | 0.2% | +1,839+13.3% | Added | Holders |
| Q4 2023 | 13,866 | $7.84M | 0.2% | −43−0.3% | Reduced | Holders |
| Q3 2023 | 13,909 | $7.14M | 0.2% | −1,904−12.0% | Reduced | Holders |
| Q2 2023 | 15,813 | $7.42M | 0.2% | +1,843+13.2% | Added | Holders |
| Q1 2023 | 13,970 | $7.82M | 0.2% | +131+0.9% | Added | Holders |
| Q4 2022 | 13,839 | $6.44M | 0.2% | −1,785−11.4% | Reduced | Holders |
| Q3 2022 | 15,624 | $6.59M | 0.1% | −142−0.9% | Reduced | Holders |
| Q2 2022 | 15,766 | $6.50M | 0.1% | +15,766 | New | Holders |