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
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
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