Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
POOL holding history
Pool Corp 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.
POOL overviewAll 13F holders of POOLFull Q1 2024 holdings
- Shares (Q1 2024)
- 37,426
- Value
- $15.1M
- % of portfolio
- 0.4%
- Quarters held
- 5
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 37,426 | $15.1M | 0.4% | +4,275+12.9% | Added | Holders |
| Q4 2023 | 33,151 | $13.2M | 0.3% | +70.0% | Added | Holders |
| Q3 2023 | 33,144 | $11.8M | 0.3% | −3,745−10.2% | Reduced | Holders |
| Q2 2023 | 36,889 | $13.8M | 0.3% | +25,071+212.1% | Added | Holders |
| Q1 2023 | 11,818 | $4.05M | 0.1% | +11,818 | New | Holders |