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
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
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