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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 201 | $347,000 | 10,312 | 0.07 | 0.06 | -154 | -1.47 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 202 | $339,000 | 6,617 | 0.07 | 0.08 | 116 | 1.78 | 12-31-2023 |
| M & T BK CORP | COM | 203 | $337,000 | 2,461 | 0.07 | 0.07 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR OEF | S&P 100 ETF | 204 | $332,000 | 1,484 | 0.06 | 0.06 | 0 | 0.00 | 12-31-2023 |
