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
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
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