IAG Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$567M
Signature - Title
Jennifer Von Ruden - Chief Compliance Officer
Location
Waukesha, WI
Summary
This page shows a list of all the recent 13F filings made by IAG Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IAG Wealth Partners, LLC reported 507 stock holdings with total value $567M as of Q4 2024. Top holdings included SPLG, SPDW, DLN, GSLC, and MMIT.
Holdings Value