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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | ADR | 201 | $378,000 | 3,550 | 0.06 | 0.06 | 100 | 2.90 | 06-30-2024 |
| M & T BK CORP | COM | 202 | $372,000 | 2,461 | 0.06 | 0.06 | 0 | 0.00 | 06-30-2024 |
| ALPHABET INC GOOG | CAP CL C | Liquidated | $0 | 0 | 0.07 | 2,440 | +Inf | 06-30-2024 | |
| ISHARES TR IWR | ETF | 204 | $366,000 | 4,520 | 0.06 | 0.07 | 0 | 0.00 | 06-30-2024 |
