Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

$570 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
EZM Wisdomtree U.S. Midcap Fund ETFs	Q1 2020 Filed on Feb 11, 2021	485	$22.51 - $42.68 $10.9K - $20.7K
DOL Wisdomtree Tr Intl Largecap Di ETFs	Q2 2020 Filed on Feb 11, 2021	1,310	$35.15 - $43.29 $46K - $56.7K
DGS Wisdomtree Emerging Markets Sm ETFs	Q1 2020 Filed on Feb 11, 2021	1,766	$29.43 - $48.44 $52K - $85.5K
DDWM Wisdomtree Tr Currency Hedged ETFs	Q1 2020 Filed on Feb 11, 2021	1,011	$20.08 - $30.89 $20.3K - $31.2K
WAL Western Alliance Bancorporation Financial Services	Q3 2020 Filed on Feb 11, 2021	14	$30.82 - $39.75 $431 - $557
VRSN Verisign Inc Technology	Q3 2020 Filed on Feb 11, 2021	6	$196.81 - $219.7 $1.18K - $1.32K
United Technologies	Q1 2020 Filed on Feb 11, 2021	150	N/A
UBER Uber Technologies, Inc Technology	Q1 2020 Filed on Feb 11, 2021	152	$14.82 - $41.27 $2.25K - $6.27K
TW Tradeweb Markets Inc. Financial Services	Q1 2020 Filed on Feb 11, 2021	302	$36.22 - $51.84 $10.9K - $15.7K
TDC Teradata Corp Technology	Q1 2020 Filed on Feb 11, 2021	22	$18.15 - $27.29 $399 - $600
Prospect Cap 4.75 20	Q2 2020 Filed on Feb 11, 2021	10,000	N/A
PLNT Planet Fitness, Inc. Consumer Cyclical	Q3 2020 Filed on Feb 11, 2021	150	$49.97 - $63.68 $7.5K - $9.55K
PINS Pinterest, Inc. Communication Services	Q1 2020 Filed on Feb 11, 2021	188	$10.92 - $25.2 $2.05K - $4.74K
MLCO Melco Resorts & Entertainment LTD Consumer Cyclical	Q2 2020 Filed on Feb 11, 2021	250	$11.0 - $18.82 $2.75K - $4.71K
Maxim Integrated	Q2 2020 Filed on Feb 11, 2021	24	N/A
Match Group	Q3 2020 Filed on Feb 11, 2021	50	N/A
MAN Manpower Group Inc. Industrials	Q3 2020 Filed on Feb 11, 2021	14	$64.66 - $78.17 $905 - $1.09K
MDC M.D.C. Holdings, Inc. Consumer Cyclical	Q3 2020 Filed on Feb 11, 2021	19	$31.77 - $43.97 $604 - $835
Laredo Petroleum	Q1 2020 Filed on Feb 11, 2021	1,000	N/A
LH Laboratory Corp Of America Holdings Healthcare	Q3 2020 Filed on Feb 11, 2021	8	$167.03 - $201.3 $1.34K - $1.61K
KEY Keycorp Financial Services	Q3 2020 Filed on Feb 11, 2021	91	$11.03 - $13.08 $1K - $1.19K
JD Jd.Com, Inc. Consumer Cyclical	Q1 2020 Filed on Feb 11, 2021	250	$35.24 - $44.62 $8.81K - $11.2K
EWJ Ishares Msci Japan ETF ETFs	Q3 2020 Filed on Feb 11, 2021	250	$54.33 - $59.58 $13.6K - $14.9K
SMIN Ishares Msci India Small Cap I ETFs	Q1 2020 Filed on Feb 11, 2021	315	$21.07 - $38.56 $6.64K - $12.1K
MU Micron Technology Inc Technology	Q3 2020 Filed on Feb 11, 2021	42	$42.66 - $52.64 $1.79K - $2.21K
MLKN Millerknoll, Inc. Consumer Cyclical	Q3 2020 Filed on Feb 11, 2021	21	$20.89 - $34.55 $439 - $726
PETQ Pet Iq, Inc. Healthcare	Q1 2020 Filed on Feb 11, 2021	300	$16.59 - $34.94 $4.98K - $10.5K
Pennymac Corp 5.375 20	Q2 2020 Filed on Feb 11, 2021	10,000	N/A
PAYX Paychex Inc Industrials	Q2 2020 Filed on Feb 11, 2021	20	$59.55 - $80.32 $1.19K - $1.61K
OGI Organigram Holdings Inc. Healthcare	Q4 2020 Filed on Feb 11, 2021	1,000	$1.03 - $1.65 $1.03K - $1.65K
NVEE Nv5 Global, Inc. Industrials	Q1 2020 Filed on Feb 11, 2021	71	$29.14 - $70.19 $2.07K - $4.98K
NWBI Northwest Bancshares, Inc. Financial Services	Q2 2020 Filed on Feb 11, 2021	300	$9.03 - $12.13 $2.71K - $3.64K
NICE Nice Ltd. Technology	Q3 2020 Filed on Feb 11, 2021	20	$186.85 - $236.02 $3.74K - $4.72K
NMFC New Mountain Finance Corp Financial Services	Q3 2020 Filed on Feb 11, 2021	300	$8.81 - $10.61 $2.64K - $3.18K
Nabors Industries	Q1 2020 Filed on Feb 11, 2021	200	N/A
Mylan N V	Q4 2020 Filed on Feb 11, 2021	245	N/A
MCO Moodys Corp Financial Services	Q3 2020 Filed on Feb 11, 2021	7	$271.15 - $304.49 $1.9K - $2.13K
EUFN Ishares Msci Europe Financials ETFs	Q2 2020 Filed on Feb 11, 2021	573	$11.53 - $15.86 $6.61K - $9.09K

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