Iag Wealth Partners, LLC Portfolio Holdings
Iag Wealth Partners, LLC
- $494 Million
- Q2 2024
Iag Wealth Partners, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $494 Million distributed in 499 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $46.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $38.2M, Wisdomtree Tr U.S Largecap Div with a value of $29.8M, Goldman Sachs ETF Tr Activebet with a value of $28.3M, and Indexiq Active ETF Tr Iq Macka with a value of $24.8M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $462M to 494M.
Below you can find more details about Iag Wealth Partners, LLC portfolio as well as his latest detailed transactions.