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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GLOBAL | MF Closed and MF Open | 351 | $14,791 | 1,058 | 0.00 | 0.00 | -6 | -0.56 | 03-31-2024 |
| INVESCO S&P | MF Closed and MF Open | 352 | $14,769 | 345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES SELECT | MF Closed and MF Open | 353 | $14,658 | 119 | 0.00 | 119 | +Inf | 03-31-2024 | |
| CHURCH & DWIGHT | Common Stock | 354 | $14,603 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
