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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL | MF Closed and MF Open | 151 | $75,047 | 419 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| THERMO FISHER | Common Stock | 152 | $74,977 | 129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | Common Stock | 153 | $74,607 | 490 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AT&T INC | Common Stock | 154 | $73,868 | 4,197 | 0.00 | 0.00 | 2,734 | 186.88 | 03-31-2024 |
