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 |
|---|---|---|---|---|---|---|---|---|---|
| GLAXOSMITHKLINE PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 15,335 | +Inf | 03-31-2022 | |
| INVESTMENT MANAGERS SER TR I | AXS ASTORIA INFL | Liquidated | $0 | 0 | 0.00 | 0.00 | 763 | 3.02 | 12-31-2023 |
| ISHARES TR | HIGH YLD SYSTM B | 903 | $663,705 | 14,206 | 0.00 | 14,206 | +Inf | 03-31-2024 | |
| GENERAL MTRS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,946 | -100.00 | 03-31-2022 |
