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 |
---|---|---|---|---|---|---|---|---|---|
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 |