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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY TR | MF Closed and MF Open | 651 | $1,956 | 468 | 0.00 | 468 | +Inf | 03-31-2024 | |
| PEAKSTONE REALTY | Common Stock | Liquidated | $0 | 0 | 0.00 | 114 | +Inf | 03-31-2024 | |
| PENN ENTERTAINMENT | Common Stock | 653 | $1,821 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD TOTAL | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 03-31-2024 |
