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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMPSON MFG INC | COM | 1401 | $250,402 | 1,220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 1402 | $250,286 | 11,723 | 0.00 | 11,723 | +Inf | 03-31-2024 | |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 1403 | $249,767 | 5,944 | 0.00 | 5,944 | +Inf | 03-31-2024 | |
| INVESCO DB MULTI-SECTOR COMM | BASE METALS FD | Liquidated | $0 | 0 | 0.00 | 9,661 | +Inf | 03-31-2022 |
