Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFG ADVISORY LLC | 01-17-2024 | 12-31-2023 | 576 | 1,366,226,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | Common Stock | 201 | $1,891,765 | 11,138 | 0.00 | 0.00 | -222 | -1.95 | 12-31-2023 |
| CROWDSTRIKE HOLDINGS | Common Stock | 202 | $1,889,364 | 7,400 | 0.00 | 0.00 | 5,188 | 234.54 | 12-31-2023 |
| INVESCO EXCHANGE | MF Closed and MF Open | 203 | $1,872,014 | 29,875 | 0.00 | 0.00 | 106 | 0.36 | 12-31-2023 |
| MORGAN STANLEY | Common Stock | 204 | $1,852,234 | 19,862 | 0.00 | 0.00 | 249 | 1.27 | 12-31-2023 |
