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 |
|---|---|---|---|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | 151 | $357,900 | 6,000 | 0.00 | 6,000 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 152 | $354,552 | 2,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE INTL AGGR | 153 | $351,448 | 7,036 | 0.00 | 0.00 | -4,823 | -40.67 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 154 | $344,518 | 21,020 | 0.00 | 0.00 | 8,476 | 67.57 | 03-31-2024 |
