LTI
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Laffer Tengler Investments’s Interactive Brokers IBKR Stock Holding History

Laffer Tengler Investments’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-116
Closed -$2.4K – 452
2023
Q4 		$2.4K Buy
+116
New +$2.37K ﹤0.01% 381
2023
Q3 		– Sell
-2,776
Closed -$57.7K – 353
2023
Q2 		$57.7K Buy
2,776
+8
+0.3% +$158 0.02% 294
2023
Q1 		$57.1K Buy
2,768
+80
+3% +$1.63K 0.02% 308
2022
Q4 		$48.6K Buy
+2,688
New +$50.2K 0.01% 308
2022
Q2 		– Sell
-236
Closed -$3.89K – 412
2022
Q1 		$3.89K Buy
+236
New +$4.06K ﹤0.01% 344

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return