Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LM KOHN & COMPANY | 04-24-2024 | 03-31-2024 | 273 | 355,870,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 839 | 4.34 | 03-31-2024 |
| DEERE & CO COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -279 | -6.60 | 03-31-2024 |
| SPDR SER TR PRTFLO S&P500 VL | Common Stock | 103 | $1,577,050 | 31,478 | 0.00 | 31,478 | +Inf | 03-31-2024 | |
| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | ETF | Liquidated | $0 | 0 | 0.00 | 3,097 | +Inf | 03-31-2024 |
