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 |
|---|---|---|---|---|---|---|---|---|---|
| CONTINENTAL RES INC | COM | Liquidated | $0 | 0 | 0.00 | 4,690 | +Inf | 03-31-2022 | |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 1302 | $286,956 | 2,905 | 0.00 | 0.00 | -925 | -24.15 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | 1303 | $286,765 | 9,203 | 0.00 | 0.00 | -3,866 | -29.58 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 1304 | $286,080 | 6,744 | 0.00 | 0.00 | 25 | 0.37 | 03-31-2024 |
