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Institutional Investment Manager
King Wealth Management Group
King Wealth Management Group (CIK: 0001568235) incorporated in Delaware, located at 270 West Circular Street, Saratoga Springs, NY. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q1)
Portfolio Summary: 104 holdings with a total value of $185,839,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 PIONEER MUN HIGH INCOME ADVA 12,091 168,000 0.09%
102 TRUSTCO BANK CM 23,998 145,000 0.08%
103 BLACKROCK MUNIYIELD NY QLTY FD 10,064 140,000 0.08%
104 Oncolytics Biotech Inc 11,500 4,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568235-16-000017, filed 2016.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.