Number of Shares
5.38 Mil
Current Holdings Value*
$122.62 Mil
% of Portfolio
2.31%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
1.65%

Kingsview Wealth Management, LLC's Monarch Ambassador Income Index ETF Holding Summary

As of 2025-03-31, Kingsview Wealth Management, LLC held 5.38 Mil shares of Monarch Ambassador Income Index ETF(MAMB), totaling $122.62 Mil. This investment constitutes 2.31% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 97.78% of the outstanding Monarch Ambassador Income Index ETF(MAMB) stock.

The initial trade took place in 2024Q4. And since then Kingsview Wealth Management, LLC has made 2 purchases of MAMB, at an average price of $22.68, for a total of 5.38 Mil shares. Based on historical transaction data and MAMB's current price of $23.05, Kingsview Wealth Management, LLC's estimated gain on his MAMB holdings is $2.01 Mil, reflecting a 1.65% gain to date.

Kingsview Wealth Management, LLC MAMB ($23.05) Holding Chart

Kingsview Wealth Management, LLC MAMB ($23.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1