Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | 04-26-2024 | 03-31-2024 | 409 | 387,348,976 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TARGET CORP | COMMON STOCKS | 201 | $448,498 | 2,531 | 0.00 | 0.00 | 99 | 4.07 | 03-31-2024 |
RAYMOND JAMES FINANCIAL INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 0.33 | 12-31-2023 |
KRANESHARES TR GLOBAL CARB STRA | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,873 | 33.08 | 03-31-2024 |
EVERCORE INC CLASS A | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 0.33 | 12-31-2023 |