Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IAG WEALTH PARTNERS LLC | 04-24-2024 | 03-31-2024 | 452 | 465,610,722 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO | MF Closed and MF Open | 1 | $45,412,642 | 738,057 | 0.01 | 0.01 | 5,646 | 0.77 | 03-31-2024 |
| SPDR PORTFOLIO | MF Closed and MF Open | 2 | $38,008,398 | 1,060,502 | 0.01 | 0.01 | 95,963 | 9.95 | 03-31-2024 |
| WISDOMTREE U S | MF Closed and MF Open | 3 | $28,137,726 | 389,773 | 0.01 | 0.01 | 6,970 | 1.82 | 03-31-2024 |
| GOLDMAN SACHS | MF Closed and MF Open | 4 | $27,460,293 | 264,575 | 0.01 | 0.01 | -14,700 | -5.26 | 03-31-2024 |
