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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES S&P | MF Closed and MF Open | 701 | $240,728 | 2,335 | 0.00 | 0.00 | 4 | 0.17 | 12-31-2023 |
GENERAL MILLS | Common Stock | 702 | $240,346 | 3,689 | 0.00 | 0.00 | -1,043 | -22.04 | 12-31-2023 |
FIRST TRUST | MF Closed and MF Open | 703 | $240,121 | 10,850 | 0.00 | 0.00 | 192 | 1.80 | 12-31-2023 |
ISHARES MORNINGSTAR GROWTH ETF | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 4,024 | +Inf | 12-31-2023 |