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
CHENIERE ENERGY INC COM NEW 1251 $310,329 1,924 0.00 0.00 88 4.79 03-31-2024
ISHARES TR MSCI USA MMENTM Liquidated $0 0 0.00 1,843 +Inf 03-31-2022
KELLANOVA COM 1253 $309,884 5,409 0.00 0.00 -2,208 -28.99 03-31-2024
CROWN HLDGS INC COM Liquidated $0 0 0.00 2,472 +Inf 03-31-2022
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