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 MDCP QUALITY | 1151 | $370,039 | 3,362 | 0.00 | 0.00 | -219 | -6.12 | 03-31-2024 |
| SPDR SER TR | S&P METALS MNG | Liquidated | $369,103 | 6,123 | 0.00 | 0.00 | 6,123 | +Inf | 03-31-2024 |
| MICRON TECHNOLOGY INC | COM | 1153 | $368,952 | 3,130 | 0.00 | 0.00 | -525 | -14.36 | 03-31-2024 |
| DUTCH BROS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -18,502 | -100.00 | 03-31-2022 |
