Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFG ADVISORY LLC | 01-17-2024 | 12-31-2023 | 576 | 1,366,226,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO 15 | MF Closed and MF Open | 651 | $265,206 | 4,679 | 0.00 | 0.00 | 105 | 2.30 | 12-31-2023 |
| FIRST TRUST | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,336 | -33.68 | 12-31-2023 |
| INVESCO S&P | MF Closed and MF Open | 653 | $263,815 | 6,220 | 0.00 | 0.00 | -1,600 | -20.46 | 12-31-2023 |
| VANGUARD MID | MF Closed and MF Open | 654 | $263,111 | 1,814 | 0.00 | 0.00 | 105 | 6.14 | 12-31-2023 |
