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 |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 251 | $3,214,936 | 9,275 | 0.00 | 0.00 | 445 | 5.04 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 252 | $3,199,466 | 26,444 | 0.00 | 0.00 | 10,279 | 63.59 | 03-31-2024 |
| MOTOROLA SOLUTIONS INC | COM NEW | 253 | $3,192,073 | 8,992 | 0.00 | 0.00 | -2 | -0.02 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 254 | $3,191,392 | 39,962 | 0.00 | 0.00 | 352 | 0.89 | 03-31-2024 |
