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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 1101 | $417,841 | 13,891 | 0.00 | 13,891 | +Inf | 03-31-2024 | |
| ISHARES TR | ESG AWR MSCI USA | 1102 | $417,305 | 3,630 | 0.00 | 0.00 | 3 | 0.08 | 03-31-2024 |
| COINBASE GLOBAL INC | COM CL A | 1103 | $414,383 | 1,563 | 0.00 | 0.00 | -68 | -4.17 | 03-31-2024 |
| EATON VANCE TX ADV GLBL DIV | COM | 1104 | $413,217 | 22,642 | 0.00 | 0.00 | -10,354 | -31.38 | 03-31-2024 |
