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 |
|---|---|---|---|---|---|---|---|---|---|
| EOG RES INC | COM | 851 | $732,603 | 5,731 | 0.00 | 0.00 | -699 | -10.87 | 03-31-2024 |
| ALPS ETF TR | OSHARES US QUALT | 852 | $728,616 | 14,746 | 0.00 | 0.00 | -2,731 | -15.63 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 853 | $727,640 | 4,427 | 0.00 | 0.00 | -364 | -7.60 | 03-31-2024 |
| T-MOBILE US INC | COM | 854 | $727,007 | 4,454 | 0.00 | 0.00 | 234 | 5.55 | 03-31-2024 |
