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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDERATED TOTAL RETURN SER IN FH TL RTN BOND FUN | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 1,823 | +Inf | 03-31-2024 | |
| HARRIS ASSOC INV TR OAKMARK INST R6 | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 891 | +Inf | 03-31-2024 | |
| BLOCK INC | COMMON STOCKS | 703 | $17,254 | 204 | 0.00 | 204 | +Inf | 03-31-2024 | |
| AVALONBAY CMNTYS INC | REITS - usd | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
