Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
OLO holding history
Olo 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.
OLO overviewAll 13F holders of OLOFull Q1 2024 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −378,296−100.0% | Sold out | Holders |
| Q2 2022 | 378,296 | $3.73M | 0.1% | −4,060−1.1% | Reduced | Holders |
| Q1 2022 | 382,356 | $5.07M | 0.2% | +64,086+20.1% | Added | Holders |
| Q4 2021 | 318,270 | $6.62M | 0.3% | +27,506+9.5% | Added | Holders |
| Q3 2021 | 290,764 | $8.73M | 1.0% | −169−0.1% | Reduced | Holders |
| Q2 2021 | 290,933 | $10.9M | 1.2% | +290,933 | New | Holders |