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
SCOTTS MIRACLE-GRO Common Stock Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
OUSTER INC Common Stock 702 $794 100 0.00 0.00 -28 -21.88 03-31-2024
GEVO INC Common Stock Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
EL PASO ENERGY Preferred Stock 704 $623 13 0.00 13 +Inf 03-31-2024
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