Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 1053 | 3,986,009,193 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | Liquidated | $200,208 | 1,485 | 0.00 | 0.00 | 1,485 | +Inf | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | MULTI ASSET DI | Liquidated | $0 | 0 | 0.00 | 13,597 | +Inf | 12-31-2023 | |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,442 | -100.00 | 03-31-2022 |
| BARRICK GOLD CORP | COM | 1604 | $190,320 | 11,437 | 0.00 | 11,437 | +Inf | 03-31-2024 |
