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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO | MF Closed and MF Open | 51 | $1,101,667 | 30,441 | 0.00 | 0.00 | 9,170 | 43.11 | 03-31-2024 |
| JPMORGAN BETABUILDERS | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 460 | 3.57 | 03-31-2024 |
| ISHARES MSCI | MF Closed and MF Open | 53 | $908,653 | 4,850 | 0.00 | 0.00 | -2,409 | -33.19 | 03-31-2024 |
| SPDR SERIES | MF Closed and MF Open | 54 | $886,120 | 10,680 | 0.00 | 0.00 | 5,503 | 106.30 | 03-31-2024 |
