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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | GBL SRT TRM HY | Liquidated | $0 | 0 | 0.00 | 112,695 | +Inf | 03-31-2022 | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 352 | $2,236,614 | 12,243 | 0.00 | 12,243 | +Inf | 03-31-2024 | |
| ACCO BRANDS CORP | COM | 353 | $2,235,994 | 398,573 | 0.00 | 0.00 | -19,637 | -4.70 | 03-31-2024 |
| CINCINNATI FINL CORP | COM | 354 | $2,233,073 | 17,984 | 0.00 | 0.00 | 15,995 | 804.17 | 03-31-2024 |
