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  Name: Wealth Advisors of Iowa LLC
  City: WEST DES MOINES
  State: IA
  Zip: 50266
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,410,000
  Total Value Change : $15,448,000
  Securities Held Change : 4
   
All Securities Held : 63
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 25
  Unchanged Positions : 18
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 65 Closed $96.52 $0 0 0% -946,000 -9,535 0    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 64 Closed $240.00 $0 0 0% -272,000 -1,450 0    Credit Services

      2 Records Found
  1    
Page 1 of 1
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