Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 1901 | $34,828 | 1,899 | 0.00 | 0.00 | 889 | 88.02 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1902 | $34,747 | 1,895 | 0.00 | 0.00 | 19 | 1.01 | 03-31-2024 |
MOTCO | Com | 1903 | $34,571 | 1,885 | 0.00 | 0.00 | -2 | -0.11 | 03-31-2024 |
OFI INVEST ASSET MANAGEMENT | COM | Liquidated | $31,348 | 1,846 | 0.00 | 0.00 | 1,846 | +Inf | 03-31-2024 |