Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
PNC holding history
PNC Financial Services 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.
PNC overviewAll 13F holders of PNCFull Q1 2024 holdings
- Shares (Q1 2024)
- 54,081
- Value
- $8.74M
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 54,081 | $8.74M | 0.2% | −557−1.0% | Reduced | Holders |
| Q4 2023 | 54,638 | $8.46M | 0.2% | −4,935−8.3% | Reduced | Holders |
| Q3 2023 | 59,573 | $7.31M | 0.2% | −3,824−6.0% | Reduced | Holders |
| Q2 2023 | 63,397 | $7.98M | 0.2% | −2,000−3.1% | Reduced | Holders |
| Q1 2023 | 65,397 | $8.31M | 0.2% | −15,201−18.9% | Reduced | Holders |
| Q4 2022 | 80,598 | $12.7M | 0.3% | −1,105−1.4% | Reduced | Holders |
| Q3 2022 | 81,703 | $12.2M | 0.3% | −279−0.3% | Reduced | Holders |
| Q2 2022 | 81,982 | $12.9M | 0.3% | +81,982 | New | Holders |