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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CASTLE INC COM | COM | Liquidated | $0 | 0 | 0.00 | 1,902 | +Inf | 03-31-2024 | |
| SPDR SER TR BLOOMBERG 1 10 Y | Common Stock | 702 | $218,368 | 11,715 | 0.00 | 11,715 | +Inf | 03-31-2024 | |
| ISHARES TR CORE HIGH DV ETF | CORE HIGH DV ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CARDINAL HEALTH INC COM | Common Stock | 704 | $217,104 | 1,940 | 0.00 | 1,940 | +Inf | 03-31-2024 |
