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
BCE INC NEW COMMON STOCKS 551 $49,407 1,454 0.00 0.00 3 0.21 03-31-2024
PAN PAC INTL HOLDINGS CORP UNSPONSORED ADS AMERICAN DEPOSITARY RECEIPT Liquidated $0 0 0.00 0.00 -346 -11.20 12-31-2023
WCM FOCUSED GROWTH INST MUTUAL FUND Liquidated $0 0 0.00 2,157 +Inf 03-31-2024
ALEXANDRIA REAL ESTATE COMMON STOCKS 554 $48,212 374 0.00 0.00 69 22.62 03-31-2024
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