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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC COM | Common Stock | 551 | $309,920 | 17,609 | 0.00 | 17,609 | +Inf | 03-31-2024 | |
| ISHARES TR RUS 1000 ETF | RUS 1000 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | FTSE EMR MKT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -299 | -3.69 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II S&P500 LOW VOL | ETF | Liquidated | $0 | 0 | 0.00 | 4,844 | +Inf | 03-31-2024 |
