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
ISHARES TR US TRSPRTION Liquidated $0 0 0.00 816 +Inf 03-31-2022
SSGA ACTIVE TR SPDR DBLELN EMRG Liquidated $0 0 0.00 5,469 +Inf 12-31-2023
UNITED STATES STL CORP NEW COM Liquidated $0 0 0.00 4,508 +Inf 03-31-2024
NUVEEN TAXABLE MUNICPAL INM COM Liquidated $0 0 0.00 10,957 +Inf 03-31-2022
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