Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

PTC holding history

PTC 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.

PTC overview All 13F holders of PTC Full Q1 2024 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of PTC by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−14,114−100.0%	Sold out	Holders
Q4 2023	14,114	$2.47M	0.1%	−425−2.9%	Reduced	Holders
Q3 2023	14,539	$2.06M	<0.1%	+1,516+11.6%	Added	Holders
Q2 2023	13,023	$1.85M	<0.1%	+13,023	New	Holders