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 |
---|---|---|---|---|---|---|---|---|---|
CANADIAN PACIFIC | Common Stock | 551 | $353,950 | 4,476 | 0.00 | 0.00 | -3,321 | -42.59 | 12-31-2023 |
CITIZENS FINANCIAL | Common Stock | 552 | $353,364 | 10,662 | 0.00 | 0.00 | 699 | 7.02 | 12-31-2023 |
ARISTA NETWORKS | Common Stock | 553 | $352,558 | 1,497 | 0.00 | 1,497 | +Inf | 12-31-2023 | |
CAMBRIA GLOBAL | MF Closed and MF Open | 554 | $352,060 | 12,628 | 0.00 | 0.00 | 674 | 5.64 | 12-31-2023 |