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
VANGUARD WHITEHALL FDS INTL HIGH ETF 501 $1,415,612 20,576 0.00 0.00 3,766 22.40 03-31-2024
LISTED FD TR SWAN HEDGED EQTY 502 $1,411,319 68,081 0.00 0.00 50,145 279.58 03-31-2024
JANUS DETROIT STR TR HENDERSN SML ETF 503 $1,408,678 20,147 0.00 0.00 991 5.17 03-31-2024
ISHARES BITCOIN TR SHS 504 $1,403,014 34,668 0.00 34,668 +Inf 03-31-2024
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