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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWMARKET CORP | COM | 1351 | $266,540 | 420 | 0.00 | 0.00 | -49 | -10.45 | 03-31-2024 |
| GUGGENHEIM ACTIVE ALLOC FD | COMMON STOCK | 1352 | $266,266 | 18,101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MGIC INVT CORP WIS | COM | 1353 | $265,905 | 11,892 | 0.00 | 11,892 | +Inf | 03-31-2024 | |
| ABIOMED INC | COM | Liquidated | $0 | 0 | 0.00 | 802 | +Inf | 03-31-2022 |
