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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COMMON STOCKS | 351 | $145,383 | 1,544 | 0.00 | 0.00 | 699 | 82.72 | 03-31-2024 |
| LINCOLN NATL CORP IND | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,570 | -63.51 | 12-31-2023 |
| MERCK & CO INC | COMMON STOCKS | 353 | $140,395 | 1,064 | 0.00 | 0.00 | -25 | -2.30 | 03-31-2024 |
| AMERICAN FINANCIAL GROUP INC OHIO | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 0.25 | 12-31-2023 |
