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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GRWT ALLOCAT ETF | 801 | $801,675 | 14,400 | 0.00 | 0.00 | -7,666 | -34.74 | 03-31-2024 |
| GLOBAL PARTNERS LP | COM UNITS | 802 | $798,840 | 18,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROCKWELL AUTOMATION INC | COM | 803 | $795,405 | 2,730 | 0.00 | 0.00 | 142 | 5.49 | 03-31-2024 |
| INTUIT | COM | 804 | $794,559 | 1,222 | 0.00 | 0.00 | 75 | 6.54 | 03-31-2024 |
