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| Name: |
IAG Wealth Partners LLC |
| City: |
WAUKESHA |
| State: |
WI |
| Zip: |
53188 |
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data |
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| Holdings
Found :
31 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
FR |
First Industrial Realty Tru... |
480 |
Closed |
$47.72 |
$0 |
0 |
0% |
-13,000 |
-245 |
0 |
REIT - Industrial |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
460 |
Closed |
$0.00 |
$0 |
0 |
0% |
-15,000 |
-196 |
0 |
N/A |
|
|
XLK |
SPDR Technology Sector |
444 |
Closed |
$205.54 |
$0 |
0 |
0% |
-21,000 |
-108 |
0 |
Closed - End Fund - E... |
|
|
FIW |
First Trust ISE Water |
472 |
Closed |
$106.00 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
ARM |
Arm Holdings American Depos... |
453 |
Closed |
$108.84 |
$0 |
0 |
0% |
-13,000 |
-170 |
0 |
N/A |
|
|
SABR |
Sabre Corp |
478 |
Closed |
$2.85 |
$0 |
0 |
0% |
-8,000 |
-1,720 |
0 |
N/A |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
459 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
NLOK |
Nortonlifelock Ord Shs |
443 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
BTI |
British American Tobacco (ADR) |
471 |
Closed |
$30.67 |
$0 |
0 |
0% |
-9,000 |
-301 |
0 |
Cigarettes & Other To... |
|
|
XLY |
SPDR cnsmr discr sel sect |
451 |
Closed |
$178.10 |
$0 |
0 |
0% |
-10,000 |
-55 |
0 |
Closed - End Fund - E... |
|
|
FYC |
First Trust Small Cap Growt... |
477 |
Closed |
$66.17 |
$0 |
0 |
0% |
-67,000 |
-1,059 |
0 |
N/A |
|
|
ESGE |
IShares MSCI EM ESG ETF |
458 |
Closed |
$33.44 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
DSI |
iShares KLD 400 Social Index |
442 |
Closed |
$99.16 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
MAA |
Mid America Apartment Commu... |
470 |
Closed |
$135.47 |
$0 |
0 |
0% |
-8,000 |
-60 |
0 |
REIT - Diversified |
|
|
IDT |
IDT Corp |
450 |
Closed |
$38.92 |
$0 |
0 |
0% |
-6,000 |
-188 |
0 |
Integrated Telecommun... |
|
|
REZ |
iShares FTSE NAREIT Resid P... |
476 |
Closed |
$73.72 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
RTX |
RTX Corp |
457 |
Closed |
$101.02 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Conglomerates |
|
|
ZTS |
Zoetis Inc. |
433 |
Closed |
$169.04 |
$0 |
0 |
0% |
-39,000 |
-200 |
0 |
Drugs - Generic |
|
|
TER |
Teradyne Inc |
469 |
Closed |
$122.92 |
$0 |
0 |
0% |
-9,000 |
-85 |
0 |
Semiconductor Equipme... |
|
|
UL |
Unilever Plc (ADR) |
449 |
Closed |
$53.51 |
$0 |
0 |
0% |
-19,000 |
-400 |
0 |
Food - Major Diversified |
|
|
PZD |
Invesco Cleantech ETF |
475 |
Closed |
$41.47 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
EPAM |
Epam Systems, Inc. |
456 |
Closed |
$183.40 |
$0 |
0 |
0% |
-12,000 |
-40 |
0 |
Information Technolog... |
|
|
RANI |
Rani Therapeutics Holdings,... |
432 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-1,005 |
0 |
N/A |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
468 |
Closed |
$46.22 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
SBUX |
Starbucks Corp |
448 |
Closed |
$76.11 |
$0 |
0 |
0% |
0 |
0 |
0 |
Specialty Eateries |
|
|
MCHI |
Ishares Msci China Index Fund |
474 |
Closed |
$45.18 |
$0 |
0 |
0% |
-33,000 |
-810 |
0 |
N/A |
|
|
CION |
Cion Investment Corp |
455 |
Closed |
$12.11 |
$0 |
0 |
0% |
-2,000 |
-149 |
0 |
N/A |
|
|
TLH |
iShares Barclays 10-20 Year... |
467 |
Closed |
$100.99 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
XSOE |
Wisdomtree Emerging Markets... |
447 |
Closed |
$30.18 |
$0 |
0 |
0% |
-198,000 |
-6,855 |
0 |
N/A |
|
|
SPMO |
Powershares S&p 500 Momentu... |
473 |
Closed |
$79.55 |
$0 |
0 |
0% |
-30,000 |
-454 |
0 |
N/A |
|
|
ADM |
Archer Daniels Midland Co |
454 |
Closed |
$62.98 |
$0 |
0 |
0% |
-14,000 |
-200 |
0 |
Food - Major Diversified |
|
