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 EXCHANGE TRADED FD CONSUMR DISCRE | Exchange Traded Fund | 601 | $269,055 | 4,169 | 0.00 | 4,169 | +Inf | 03-31-2024 | |
| ISHARES TR IBONDS DEC24 ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,300 | 13.68 | 03-31-2024 |
| LEGGETT & PLATT INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -85 | -0.82 | 03-31-2024 |
| FORD MTR CO DEL COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,475 | -6.29 | 03-31-2024 |
