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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 201 | $4,149,660 | 14,690 | 0.00 | 0.00 | 6,858 | 87.56 | 03-31-2024 |
| DANAHER CORPORATION | COM | 202 | $4,093,331 | 16,392 | 0.00 | 0.00 | -98 | -0.59 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 203 | $4,077,763 | 62,071 | 0.00 | 0.00 | 5,389 | 9.51 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | 204 | $4,071,611 | 79,742 | 0.00 | 0.00 | 9,361 | 13.30 | 03-31-2024 |
