Kingsview Wealth Management, LLC MSSS Holdings History
Kingsview Wealth Management, LLC's Monarch Select Subsector Index ETF Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 3.81 Mil shares of Monarch Select Subsector Index ETF(MSSS), totaling $103.37 Mil. This investment constitutes 1.95% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 124.56% of the outstanding Monarch Select Subsector Index ETF(MSSS) stock.
The initial trade took place in 2024Q1. And since then Kingsview Wealth Management, LLC has made 2 purchases of MSSS, at an average price of $26.68, for a total of 4.03 Mil shares. In addition, there have been 3 sales at an average price of $26.20 for 222,940.00 shares. Based on historical transaction data and MSSS's current price of $29.42, Kingsview Wealth Management, LLC's estimated gain on his MSSS holdings is $10.35 Mil, reflecting a 9.62% gain to date.
Kingsview Wealth Management, LLC MSSS ($29.42) Holding Chart
Kingsview Wealth Management, LLC MSSS ($29.42) 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 % | |||
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