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 |
---|---|---|---|---|---|---|---|---|---|
STAG INDUSTRIAL | Common Stock | 501 | $405,140 | 10,319 | 0.00 | 0.00 | 178 | 1.76 | 12-31-2023 |
FIRST TRUST | MF Closed and MF Open | 502 | $404,504 | 8,483 | 0.00 | 0.00 | -779 | -8.41 | 12-31-2023 |
ISHARES CORE | MF Closed and MF Open | 503 | $403,764 | 3,836 | 0.00 | 0.00 | 664 | 20.93 | 12-31-2023 |
INVESCO BULLETSHARES | MF Closed and MF Open | 504 | $401,633 | 17,669 | 0.00 | 17,669 | +Inf | 12-31-2023 |