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
PROSPECT CAP CORP COM Liquidated $91,291 16,538 0.00 0.00 16,538 +Inf 03-31-2024
LINKBANCORP INC COM Liquidated $0 0 0.00 13,104 +Inf 12-31-2023
STANDARD LITHIUM LTD COM Liquidated $0 0 0.00 10,114 +Inf 03-31-2022
PZENA INVT MGMT INC CLASS A Liquidated $0 0 0.00 11,074 +Inf 03-31-2022
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