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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | Liquidated | $0 | 0 | 0.00 | 5,115 | +Inf | 03-31-2022 | |
| WALGREENS BOOTS ALLIANCE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 44,395 | 372.10 | 03-31-2024 |
| EXPEDITORS INTL WASH INC | COM | 453 | $1,628,673 | 13,397 | 0.00 | 13,397 | +Inf | 03-31-2024 | |
| SPDR SER TR | RUSSELL YIELD | 454 | $1,623,191 | 14,939 | 0.00 | 0.00 | 3,418 | 29.67 | 03-31-2024 |
