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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO WATER | MF Closed and MF Open | 251 | $28,292 | 425 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SERIES | MF Closed and MF Open | 252 | $28,270 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| X TRACKERS | MF Closed and MF Open | 253 | $28,028 | 586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PARKER-HANNIFIN CORP | Common Stock | 254 | $27,790 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
