Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP | 02-08-2024 | 12-31-2023 | 139 | 517,306,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $3,347,000 | 22,842 | 0.65 | 0.73 | -951 | -4.00 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 52 | $2,498,000 | 24,988 | 0.48 | 0.63 | -272 | -1.08 | 12-31-2023 |
| BLACKSTONE INC | COM | 53 | $2,397,000 | 18,309 | 0.46 | 0.43 | -612 | -3.23 | 12-31-2023 |
| THE CIGNA GROUP | COM | 54 | $2,371,000 | 7,916 | 0.46 | 0.37 | 1,800 | 29.43 | 12-31-2023 |
