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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEVELAND-CLIFFS INC NEW COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,900 | -57.04 | 12-31-2023 |
| CALAMOS CONV & HIGH INCOME F COM SHS | Common Stock | 752 | $193,377 | 16,374 | 0.00 | 16,374 | +Inf | 03-31-2024 | |
| MFS CHARTER INCOME TR SH BEN INT | Common Stock | 753 | $189,079 | 29,823 | 0.00 | 29,823 | +Inf | 03-31-2024 | |
| KINDER MORGAN INC DEL COM | Common Stock | 754 | $184,042 | 10,035 | 0.00 | 10,035 | +Inf | 03-31-2024 |
