Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFG ADVISORS LLC | 04-24-2024 | 03-31-2024 | 127 | 386,397,224 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MERCK & CO INC | COM | 51 | $864,376 | 6,551 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | S&P 500 GRWT ETF | 52 | $846,347 | 10,023 | 0.00 | 0.00 | 2 | 0.02 | 03-31-2024 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 53 | $811,928 | 22,654 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COSTCO WHSL CORP NEW | COM | 54 | $747,618 | 1,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |