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 |
---|---|---|---|---|---|---|---|---|---|
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 |