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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC COM | Common Stock | 651 | $239,946 | 6,632 | 0.00 | 6,632 | +Inf | 03-31-2024 | |
| ISHARES TR US AER DEF ETF | ETF | Liquidated | $0 | 0 | 0.00 | 1,895 | +Inf | 03-31-2024 | |
| ZOETIS INC CL A | Common Stock | 653 | $239,279 | 1,414 | 0.00 | 1,414 | +Inf | 03-31-2024 | |
| SPDR SER TR S&P BIOTECH | S&P BIOTECH | Liquidated | $0 | 0 | 0.00 | 0.00 | -71 | -2.58 | 03-31-2024 |
