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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X | MF Closed and MF Open | 401 | $11,846 | 262 | 0.00 | 0.00 | 2 | 0.77 | 03-31-2024 |
| FIRST INDUSTRIAL | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACER US | MF Closed and MF Open | 403 | $11,622 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FS KKR | Common Stock | 404 | $11,595 | 608 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
