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 |
---|---|---|---|---|---|---|---|---|---|
PRUDENTIAL FINANCIAL | Common Stock | 751 | $219,005 | 2,111 | 0.00 | 0.00 | -628 | -22.93 | 12-31-2023 |
DIGITAL REALTY | Common Stock | 752 | $217,491 | 1,616 | 0.00 | 0.00 | -44 | -2.65 | 12-31-2023 |
PROSPECT CAPITAL | MF Closed and MF Open | 753 | $216,809 | 36,195 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
UBER TECHNOLOGIES | Common Stock | 754 | $212,725 | 3,455 | 0.00 | 3,455 | +Inf | 12-31-2023 |