Connectus Wealth, LLC Southern CO Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding SOJD
# of Institutions
4Shares Held
389KCall Options Held
0Put Options Held
0-
Crossmark Global Holdings, Inc.307KShares$6.69 Million0.13% of portfolio
-
Bartlett & Co. LLC65.1KShares$1.42 Million0.02% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA15.3KShares$333,7790.07% of portfolio
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Thompson Investment Management, Inc.1.85KShares$40,3300.01% of portfolio