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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | COMP SOFTWARE | 151 | $6,443,365 | 41,306 | 0.00 | 0.00 | 33,399 | 422.40 | 03-31-2024 |
| ISHARES TR | US HLTHCR PR ETF | 152 | $6,438,036 | 118,042 | 0.00 | 0.00 | 113,805 | 2685.98 | 03-31-2024 |
| EATON CORP PLC | SHS | 153 | $6,434,666 | 20,579 | 0.00 | 0.00 | 947 | 4.82 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 154 | $6,401,357 | 94,990 | 0.00 | 0.00 | -1,576 | -1.63 | 03-31-2024 |
