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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | RBTCS ARTFL INTE | 551 | $1,287,047 | 40,460 | 0.00 | 0.00 | 18,764 | 86.49 | 03-31-2024 |
| ROYALTY PHARMA PLC | SHS CLASS A | Liquidated | $0 | 0 | 0.00 | 45,573 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 553 | $1,275,042 | 16,493 | 0.00 | 0.00 | -2,482 | -13.08 | 03-31-2024 |
| COLGATE PALMOLIVE CO | COM | 554 | $1,268,661 | 14,088 | 0.00 | 0.00 | 1,285 | 10.04 | 03-31-2024 |
