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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG MSCI LEADR | 301 | $2,601,991 | 27,725 | 0.00 | 0.00 | 10,164 | 57.88 | 03-31-2024 |
| DOW INC | COM | 302 | $2,601,942 | 44,915 | 0.00 | 0.00 | 3,025 | 7.22 | 03-31-2024 |
| ISHARES TR | RUS TOP 200 ETF | 303 | $2,597,570 | 20,434 | 0.00 | 20,434 | +Inf | 03-31-2024 | |
| CAPITAL ONE FINL CORP | COM | 304 | $2,596,831 | 17,441 | 0.00 | 0.00 | 764 | 4.58 | 03-31-2024 |
