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 |
|---|---|---|---|---|---|---|---|---|---|
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 1201 | $343,719 | 19,574 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARBOR REALTY TRUST INC | COM | 1202 | $342,745 | 25,868 | 0.00 | 0.00 | 712 | 2.83 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLOOMBERG | 1203 | $341,564 | 13,296 | 0.00 | 0.00 | 15 | 0.11 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 1204 | $339,873 | 16,636 | 0.00 | 0.00 | -5,381 | -24.44 | 03-31-2024 |
