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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW CL A | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 270 | 3.49 | 03-31-2024 |
| ISHARES TR RUS 1000 ETF | ETF | Liquidated | $0 | 0 | 0.00 | 1,333 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR | NASDQ SEMCNDTR | Liquidated | $0 | 0 | 0.00 | 0.00 | 363 | 9.40 | 03-31-2024 |
| HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW | SH BEN INT NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,070 | 22.16 | 03-31-2024 |
