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 |
|---|---|---|---|---|---|---|---|---|---|
| IDEXX LABS INC | Common Stock | 451 | $9,179 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FORD MOTOR | Common Stock | 452 | $9,123 | 687 | 0.00 | 0.00 | -4,369 | -86.41 | 03-31-2024 |
| ARM HOLDINGS | Common Stock | Liquidated | $0 | 0 | 0.00 | 170 | +Inf | 03-31-2024 | |
| ONEOK INC | Common Stock | 454 | $8,979 | 112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
