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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 610 | 14.58 | 03-31-2024 |
| UNION PAC CORP COM | Common Stock | 152 | $1,174,645 | 4,776 | 0.00 | 4,776 | +Inf | 03-31-2024 | |
| CHEVRON CORP NEW COM | Common Stock | 153 | $1,163,749 | 7,378 | 0.00 | 7,378 | +Inf | 03-31-2024 | |
| WASTE MGMT INC DEL COM | Common Stock | 154 | $1,160,143 | 5,443 | 0.00 | 5,443 | +Inf | 03-31-2024 |
