Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORS OF IOWA LLC | 02-08-2024 | 12-31-2023 | 59 | 148,963,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CASEYS GEN STORES INC | COM | 51 | $559,256 | 2,036 | 0.00 | 0.00 | -37 | -1.78 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,954 | -13.60 | 12-31-2023 |
| DEERE & CO | COM | 53 | $542,224 | 1,356 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LILLY ELI & CO | COM | 54 | $523,652 | 898 | 0.00 | 0.00 | 18 | 2.05 | 12-31-2023 |
