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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK MONTREAL | Common Stock | 251 | $1,362,514 | 13,771 | 0.00 | 0.00 | -7 | -0.05 | 12-31-2023 |
| CONSUMER DISCRETIONARY | MF Closed and MF Open | 252 | $1,327,030 | 7,421 | 0.00 | 0.00 | 831 | 12.61 | 12-31-2023 |
| ISHARES RUSSELL | MF Closed and MF Open | 253 | $1,323,643 | 8,009 | 0.00 | 0.00 | 2,697 | 50.77 | 12-31-2023 |
| INVESCO BUYBACK | MF Closed and MF Open | 254 | $1,323,562 | 13,366 | 0.00 | 0.00 | 6 | 0.04 | 12-31-2023 |
