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 |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC COM | Common Stock | 51 | $2,628,097 | 8,726 | 0.00 | 8,726 | +Inf | 03-31-2024 | |
| ABBVIE INC COM | Common Stock | 52 | $2,465,666 | 13,540 | 0.00 | 13,540 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GROUP INC COM | Common Stock | 53 | $2,455,376 | 4,963 | 0.00 | 4,963 | +Inf | 03-31-2024 | |
| SALESFORCE INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25 | -0.29 | 03-31-2024 |
