Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOHMANN BOSSHARD FINANCIAL SERVICES LLC | 04-16-2024 | 03-31-2024 | 202 | 718,430,967 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 101 | $707,817 | 1,845 | 0.00 | 0.00 | 369 | 25.00 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,528 | -22.25 | 03-31-2024 |
| ISHARES TR | RUS TP200 GR ETF | 103 | $669,193 | 3,430 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARSH & MCLENNAN COS INC | COM | 104 | $668,199 | 3,244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
