Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP | 08-08-2024 | 06-30-2024 | 144 | 599,793,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS VUG | GROWTH ETF | Liquidated | $0 | 0 | 0.10 | 0.10 | 0 | 0.00 | 03-31-2024 |
| INGREDION INC | COM | 152 | $530,000 | 4,625 | 0.09 | 0.09 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS VXF | ETF | 153 | $527,000 | 3,120 | 0.09 | 0.10 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS VXF | EXTEND MKT ETF | Liquidated | $0 | 0 | 0.10 | 0.09 | 15 | 0.48 | 03-31-2024 |
