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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK AUTONOMOUS | MF Closed and MF Open | 201 | $43,604 | 797 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROCKWELL AUTOMATION | Common Stock | 202 | $43,423 | 149 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO S&P | MF Closed and MF Open | 203 | $43,341 | 407 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CYBIN INC | Common Stock | 204 | $43,216 | 104,513 | 0.00 | 0.00 | 4,573 | 4.58 | 03-31-2024 |
