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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | BNCHMRK INDSTR | Liquidated | $0 | 0 | 0.00 | 37,380 | +Inf | 03-31-2022 | |
| SPDR SER TR | PORTFOLIO S&P600 | 402 | $1,899,214 | 44,127 | 0.00 | 0.00 | 8,835 | 25.03 | 03-31-2024 |
| FACTSET RESH SYS INC | COM | 403 | $1,877,994 | 4,133 | 0.00 | 0.00 | -10 | -0.24 | 03-31-2024 |
| CSX CORP | COM | 404 | $1,876,437 | 50,619 | 0.00 | 0.00 | 2,342 | 4.85 | 03-31-2024 |
