Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP | 02-08-2024 | 12-31-2023 | 139 | 517,306,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS VBR | SM CP VAL ETF | 101 | $946,000 | 5,259 | 0.18 | 0.05 | 3,795 | 259.22 | 12-31-2023 |
| CATERPILLAR INC | COM | 102 | $928,000 | 3,140 | 0.18 | 0.18 | -4 | -0.13 | 12-31-2023 |
| BLACKROCK INC | COM | 103 | $923,000 | 1,136 | 0.18 | 0.15 | 0 | 0.00 | 12-31-2023 |
| GENERAL MLS INC | COM | 104 | $888,000 | 13,634 | 0.17 | 0.18 | 0 | 0.00 | 12-31-2023 |
