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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| ARROW FINL CORP | COM | 254 | $252,000 | 9,663 | 0.04 | 0.05 | -1,249 | -11.45 | 06-30-2024 |
