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 |
---|---|---|---|---|---|---|---|---|---|
BRITISH AMERN | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,007 | -11.62 | 12-31-2023 |
ARK INNOVATION | MF Closed and MF Open | 452 | $479,261 | 9,151 | 0.00 | 0.00 | -791 | -7.96 | 12-31-2023 |
ISHARES GLOBAL | MF Closed and MF Open | 453 | $477,129 | 12,199 | 0.00 | 0.00 | 4,942 | 68.10 | 12-31-2023 |
PNC FINANCIAL | Common Stock | 454 | $476,353 | 3,076 | 0.00 | 0.00 | 755 | 32.53 | 12-31-2023 |