Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFG ADVISORY LLC | 05-06-2024 | 03-31-2024 | 365 | 1,340,955,652 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR S&P | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | -42,646 | -31.57 | 03-31-2024 |
VANGUARD S&P | MF Closed and MF Open | 2 | $40,744,474 | 84,760 | 0.00 | 0.00 | 10,762 | 14.54 | 03-31-2024 |
VANGUARD TOTAL | MF Closed and MF Open | 3 | $40,067,657 | 154,165 | 0.00 | 0.00 | 1,801 | 1.18 | 03-31-2024 |
INVESCO QQQ | MF Closed and MF Open | 4 | $37,587,346 | 84,654 | 0.00 | 0.00 | 8,787 | 11.58 | 03-31-2024 |