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 |
|---|---|---|---|---|---|---|---|---|---|
| BCE INC COM NEW | Common Stock | 401 | $457,847 | 13,474 | 0.00 | 13,474 | +Inf | 03-31-2024 | |
| ISHARES TR RUS 2000 GRW ETF | Exchange Traded Fund | 402 | $457,381 | 1,689 | 0.00 | 1,689 | +Inf | 03-31-2024 | |
| ISHARES TR CORE S&P TTL STK | Common Stock | 403 | $456,012 | 3,955 | 0.00 | 3,955 | +Inf | 03-31-2024 | |
| PROSHARES TR S&P 500 DV ARIST | S&P 500 DV ARIST | Liquidated | $0 | 0 | 0.00 | 0.00 | -113 | -2.31 | 03-31-2024 |
