Kingsview Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding CDL
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY567KShares$39.5 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$25.4 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$20.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10.3 Million0.0% of portfolio