Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

SIVB holding history

SVB Financial Group 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of SIVB by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−2,380−100.0%	Sold out	Holders
Q4 2022	2,380	$548.0K	<0.1%	−56,722−96.0%	Reduced	Holders
Q3 2022	59,102	$19.8M	0.4%	+46,549+370.8%	Added	Holders
Q2 2022	12,553	$4.96M	0.1%	+12,553	New	Holders