Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
USB holding history
US Bancorp DE 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.
USB overviewAll 13F holders of USBFull Q1 2024 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −37,207−100.0% | Sold out | Holders |
| Q1 2023 | 37,207 | $1.34M | <0.1% | −20,509−35.5% | Reduced | Holders |
| Q4 2022 | 57,716 | $2.52M | 0.1% | −143−0.2% | Reduced | Holders |
| Q3 2022 | 57,859 | $2.33M | <0.1% | −480,762−89.3% | Reduced | Holders |
| Q2 2022 | 538,621 | $24.8M | 0.6% | +28,240+5.5% | Added | Holders |
| Q1 2022 | 510,381 | $28.7M | 0.9% | −18,086−3.4% | Reduced | Holders |
| Q4 2021 | 528,467 | $29.7M | 1.2% | +528,467 | New | Holders |