Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 1053 | 3,986,009,193 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ORGANON & CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 6,746 | +Inf | 03-31-2022 | |
WYNN RESORTS LTD | COM | 1452 | $235,231 | 2,301 | 0.00 | 2,301 | +Inf | 03-31-2024 | |
SWEDISH EXPT CR CORP | ROG AGRI ETN22 | Liquidated | $0 | 0 | 0.00 | 23,222 | +Inf | 03-31-2022 | |
HANCOCK JOHN TAX-ADVANTAGED | COM | 1454 | $234,299 | 11,918 | 0.00 | 0.00 | 192 | 1.64 | 03-31-2024 |