Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 1053 | 3,986,009,193 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALBEMARLE CORP | COM | 101 | $8,945,053 | 67,899 | 0.00 | 0.00 | 65,448 | 2670.26 | 03-31-2024 |
ISHARES TR | CORE S&P MCP ETF | 102 | $8,813,258 | 145,098 | 0.00 | 0.00 | 119,823 | 474.08 | 03-31-2024 |
ROYAL GOLD INC | COM | 103 | $8,735,640 | 71,715 | 0.00 | 71,715 | +Inf | 03-31-2024 | |
OWENS CORNING NEW | COM | 104 | $8,721,923 | 52,290 | 0.00 | 0.00 | 1,014 | 1.98 | 03-31-2024 |