Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 1053 | 3,986,009,193 |
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 |