Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFG ADVISORY LLC | 01-17-2024 | 12-31-2023 | 576 | 1,366,226,371 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES SELECT | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,082 | -9.39 | 12-31-2023 |
GENTEX CORP | Common Stock | 102 | $4,219,773 | 129,203 | 0.00 | 0.00 | 59,407 | 85.12 | 12-31-2023 |
SECTOR INDUSTRIAL | MF Closed and MF Open | 103 | $4,205,750 | 36,895 | 0.00 | 0.00 | 264 | 0.72 | 12-31-2023 |
VERIZON COMMUNICATIONS | Common Stock | 104 | $4,192,684 | 111,211 | 0.00 | 0.00 | -20,040 | -15.27 | 12-31-2023 |