Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP | 02-08-2024 | 12-31-2023 | 139 | 517,306,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 151 | $486,000 | 1,863 | 0.09 | 0.07 | 34 | 1.86 | 12-31-2023 |
| PFIZER INC | COM | 152 | $480,000 | 16,686 | 0.09 | 0.11 | 388 | 2.38 | 12-31-2023 |
| ISHARES TR TIP | TIPS BD ETF | 153 | $446,000 | 4,152 | 0.09 | 0.10 | -568 | -12.03 | 12-31-2023 |
| ISHARES TR IBB | ISHARES BIOTECH | 154 | $438,000 | 3,226 | 0.08 | 1.69 | -62,419 | -95.09 | 12-31-2023 |
