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 |
|---|---|---|---|---|---|---|---|---|---|
| ABERDEEN STANDARD PHYSICAL PALLADIUM SHARES ETF | EXCHANGE TRADED FUND | 401 | $106,332 | 1,137 | 0.00 | 0.00 | -1,107 | -49.33 | 03-31-2024 |
| CSX CORP | COMMON STOCKS | 402 | $105,501 | 2,846 | 0.00 | 0.00 | 2,665 | 1472.38 | 03-31-2024 |
| WELLS FARGO CO DEP 1/1000 A | PREFERRED STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| THORNBURG INVESTMENT INCOME BUILDER FUND | MUTUAL FUND | 404 | $104,112 | 4,138 | 0.00 | 4,138 | +Inf | 03-31-2024 |
