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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | INTL SEL DIV ETF | 701 | $967,387 | 34,500 | 0.00 | 0.00 | 801 | 2.38 | 03-31-2024 |
FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | Liquidated | $0 | 0 | 0.00 | 23,875 | +Inf | 12-31-2023 | |
NOVOCURE LTD | ORD SHS | Liquidated | $0 | 0 | 0.00 | 11,672 | +Inf | 03-31-2022 | |
PENSKE AUTOMOTIVE GRP INC | COM | Liquidated | $0 | 0 | 0.00 | 10,292 | +Inf | 03-31-2022 |