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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFLI HIGH YLD | 751 | $884,385 | 37,698 | 0.00 | 37,698 | +Inf | 03-31-2024 | |
| ISHARES TR | EAFE GRWTH ETF | 752 | $879,061 | 8,470 | 0.00 | 0.00 | -135 | -1.57 | 03-31-2024 |
| CITIGROUP INC | COM NEW | 753 | $877,623 | 13,878 | 0.00 | 0.00 | -3,456 | -19.94 | 03-31-2024 |
| NOVARTIS AG | SPONSORED ADR | 754 | $875,068 | 9,046 | 0.00 | 0.00 | 517 | 6.06 | 03-31-2024 |
