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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHERN LTS FD TR IV | MONARCH PROCAP I | 1 | $114,920,710 | 4,142,780 | 0.00 | 4,142,780 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P TTL STK | 2 | $102,726,091 | 890,946 | 0.00 | 0.00 | 97,816 | 12.33 | 03-31-2024 |
| APPLE INC | COM | 3 | $97,198,449 | 566,821 | 0.00 | 0.00 | 38,697 | 7.33 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $89,459,064 | 913,407 | 0.00 | 0.00 | 77,460 | 9.27 | 03-31-2024 |
