Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFG ADVISORY LLC | 01-17-2024 | 12-31-2023 | 576 | 1,366,226,371 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
REALTY INCOME | Common Stock | 301 | $920,847 | 16,037 | 0.00 | 0.00 | -3,385 | -17.43 | 12-31-2023 |
SPDR DOW | MF Closed and MF Open | 302 | $919,542 | 21,037 | 0.00 | 0.00 | 501 | 2.44 | 12-31-2023 |
PACER US | MF Closed and MF Open | 303 | $919,220 | 17,680 | 0.00 | 0.00 | 3,611 | 25.67 | 12-31-2023 |
ISHARES GLOBAL | MF Closed and MF Open | 304 | $914,944 | 19,446 | 0.00 | 19,446 | +Inf | 12-31-2023 |