Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAFFER TENGLER INVESTMENTS INC | 04-26-2024 | 03-31-2024 | 409 | 387,348,976 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LUMENTUM HLDGS INC | CONVERTIBLE BOND | 101 | $2,093,550 | 2,370 | 0.00 | 0.00 | -75 | -3.07 | 03-31-2024 |
| ENPHASE ENERGY INC | CONVERTIBLE BOND | 102 | $2,085,151 | 2,266 | 0.00 | 0.00 | -43 | -1.86 | 03-31-2024 |
| TESLA INC | COMMON STOCKS | 103 | $1,980,802 | 11,268 | 0.00 | 0.00 | 4,395 | 63.95 | 03-31-2024 |
| PUBLIC STORAGE INC | REITS - usd | 104 | $1,962,256 | 6,765 | 0.00 | 0.00 | -14,182 | -67.70 | 03-31-2024 |
