Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KING WEALTH MANAGEMENT GROUP | 08-08-2024 | 06-30-2024 | 144 | 599,793,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR IWB | ETF | 251 | $265,000 | 892 | 0.04 | 0.05 | 0 | 0.00 | 06-30-2024 |
FIDELITY COVINGTON TRUST FELC | ETF | 252 | $264,000 | 8,643 | 0.04 | 0.04 | 20 | 0.23 | 06-30-2024 |
BOEING CO | COM | 253 | $263,000 | 1,447 | 0.04 | 0.05 | -127 | -8.07 | 06-30-2024 |
ISHARES TR IWB | RUS 1000 ETF | Liquidated | $0 | 0 | 0.05 | 0.05 | -9 | -0.90 | 03-31-2024 |