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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FTSE | MF Closed and MF Open | 501 | $7,331 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUNTINGTON BANCSHARES | Common Stock | 502 | $7,198 | 516 | 0.00 | 516 | +Inf | 03-31-2024 | |
| PEMBINA PIPELINE | Common Stock | 503 | $7,068 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
