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 |
|---|---|---|---|---|---|---|---|---|---|
| MOODYS CORP | COM | 1551 | $207,520 | 528 | 0.00 | 528 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE EQU BUFF | Liquidated | $0 | 0 | 0.00 | 6,744 | +Inf | 03-31-2024 | |
| TAPESTRY INC | COM | 1553 | $207,111 | 4,362 | 0.00 | 0.00 | -1,724 | -28.33 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 5,890 | +Inf | 03-31-2024 |
