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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC SHS | Common Stock | 301 | $639,448 | 1,377 | 0.00 | 1,377 | +Inf | 03-31-2024 | |
| FIRST TR MORNINGSTAR DIVID L SHS | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 200 | 1.14 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 | Exchange Traded Fund | 303 | $637,440 | 11,868 | 0.00 | 11,868 | +Inf | 03-31-2024 | |
| ISHARES TR RUS MD CP GR ETF | ETF | Liquidated | $0 | 0 | 0.00 | 6,085 | +Inf | 03-31-2024 |
