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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST | MF Closed and MF Open | 101 | $200,167 | 2,017 | 0.00 | 0.00 | -230 | -10.24 | 03-31-2024 |
| COSTCO WHOLESALE | Common Stock | 102 | $200,008 | 273 | 0.00 | 0.00 | -2 | -0.73 | 03-31-2024 |
| 1895 BANCORP | Common Stock | 103 | $197,944 | 29,024 | 0.00 | 0.00 | 27,478 | 1777.36 | 03-31-2024 |
| DEERE & CO | Common Stock | 104 | $188,941 | 460 | 0.00 | 0.00 | -25 | -5.15 | 03-31-2024 |
