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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD | Exchange Traded Fund | 251 | $763,976 | 32,208 | 0.00 | 32,208 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS GROUP INC COM | Common Stock | 252 | $761,541 | 1,823 | 0.00 | 1,823 | +Inf | 03-31-2024 | |
| LEGG MASON ETF INVT FRANKLIN INTL LW | ETF | Liquidated | $0 | 0 | 0.00 | 27,361 | +Inf | 03-31-2024 | |
| BOEING CO COM | Common Stock | 254 | $755,989 | 3,917 | 0.00 | 3,917 | +Inf | 03-31-2024 |
