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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QUALITY | MF Closed and MF Open | 551 | $5,527 | 571 | 0.00 | 571 | +Inf | 03-31-2024 | |
| APA CORP | Common Stock | 552 | $5,501 | 160 | 0.00 | 160 | +Inf | 03-31-2024 | |
| ZIMMER BIOMET | Common Stock | 553 | $5,279 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISCOVER FINANCIAL | Common Stock | 554 | $5,244 | 40 | 0.00 | 0.00 | -35 | -46.67 | 03-31-2024 |
