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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAC HOLDINGS | Common Stock | 301 | $20,435 | 162 | 0.00 | 0.00 | -214 | -56.91 | 03-31-2024 |
| SPROTT PHYSICAL | MF Closed and MF Open | 302 | $20,340 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 303 | $20,128 | 235 | 0.00 | 235 | +Inf | 03-31-2024 | |
| ENERPLUS CORP | Common Stock | 304 | $19,955 | 1,015 | 0.00 | 0.00 | -1,155 | -53.23 | 03-31-2024 |
