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Connectus Wealth, LLC

SEC CIK
0001857493
Latest filing
May 14, 2024

PSA holding history

Public Storage 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.

PSA overviewAll 13F holders of PSAFull Q1 2024 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of PSA by Connectus Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−5,923−100.0%Sold outHolders
Q3 20235,923$1.59M<0.1%−8,876−60.0%ReducedHolders
Q2 202314,799$4.34M0.1%+4,149+39.0%AddedHolders
Q1 202310,650$3.23M0.1%+10,650NewHolders
Q2 20220$00.0%−3,227−100.0%Sold outHolders
Q1 20223,227$1.21M<0.1%+3,227NewHolders