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 EXCH TRADED FD III PFD SECS INC ETF | ETF | Liquidated | $0 | 0 | 0.00 | 23,862 | +Inf | 03-31-2024 | |
| ISHARES TR 20 YR TR BD ETF | 20 YR TR BD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -125 | -2.69 | 12-31-2023 |
| SPDR SER TR NUVEEN BLMBRG MU | Common Stock | 453 | $400,751 | 8,622 | 0.00 | 8,622 | +Inf | 03-31-2024 | |
| M & T BK CORP COM | Common Stock | 454 | $400,569 | 2,754 | 0.00 | 2,754 | +Inf | 03-31-2024 |
