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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 1051 | $460,572 | 4,325 | 0.00 | 0.00 | -1,303 | -23.15 | 03-31-2024 |
| BROWN & BROWN INC | COM | 1052 | $459,692 | 5,251 | 0.00 | 0.00 | 2,199 | 72.05 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1053 | $459,545 | 10,717 | 0.00 | 10,717 | +Inf | 03-31-2024 | |
| GARRETT MOTION INC | COM | 1054 | $458,522 | 46,129 | 0.00 | 0.00 | -13,890 | -23.14 | 03-31-2024 |
