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
AMERICAN ELEC PWR CO INC COM 601 $1,144,139 13,288 0.00 0.00 136 1.03 03-31-2024
SPDR DOW JONES INDL AVERAGE UT SER 1 602 $1,140,501 2,867 0.00 0.00 238 9.05 03-31-2024
MONOLITHIC PWR SYS INC COM 603 $1,140,098 1,683 0.00 0.00 646 62.30 03-31-2024
ISHARES TR US AER DEF ETF 604 $1,135,807 8,609 0.00 0.00 -593 -6.44 03-31-2024
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