Kingsview Wealth Management, LLC
Position in XRMI — Global X S&P 500 Risk Managed Income ETF
CIK 1791965
GRANTS PASS, OR
All Filings in XRMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 XRMI | $877,271 | 49,037 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XRMI | $1,454,510 | 78,878 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 XRMI | $265,860 | 14,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XRMI | $263,760 | 14,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 XRMI | $270,200 | 14,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 XRMI | $264,600 | 14,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 XRMI | $267,764 | 14,000 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||