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 |
---|---|---|---|---|---|---|---|---|---|
BLACKROCK INC | Common Stock | 151 | $2,764,993 | 3,406 | 0.00 | 0.00 | 205 | 6.40 | 12-31-2023 |
PAYCHEX INC | Common Stock | 152 | $2,750,590 | 23,092 | 0.00 | 0.00 | 1,537 | 7.13 | 12-31-2023 |
META PLATFORMS | Common Stock | 153 | $2,695,054 | 7,614 | 0.00 | 0.00 | 554 | 7.85 | 12-31-2023 |
ISHARES MSCI | MF Closed and MF Open | 154 | $2,685,234 | 51,539 | 0.00 | 0.00 | -2,699 | -4.98 | 12-31-2023 |