Jennifer Von Ruden

@Iag Wealth Partners, Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$540.975M

Total holdings490

Assets growth rate8.71%

Assets growth rate (2-Q avg)7.8%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Iag Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 490 positions.

Assets under management

The assets under management (AUM) of Iag Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 540.975M in assets, with a quarterly growth rate of 8.71% and a 2-quarter average growth rate of 7.8%. The portfolio is managed by Jennifer Von Ruden, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CROXCrocs Inc Recent Activity New Position	0.15%	$796,455 5,500 shares@ $144.81 avg price	New Position
HELOJp Morgan Recent Activity New Position	0.08%	$395,882 6,475 shares@ $61.15 avg price	New Position
PRFInvesco Ftse Recent Activity New Position	0.02%	$105,801 2,604 shares@ $40.64 avg price	New Position
UBSUbs Group Recent Activity New Position	0.02%	$59,193 1,915 shares@ $30.92 avg price	New Position
MSIMotorola Solutions Recent Activity New Position	0.01%	$44,963 100 shares@ $449.63 avg price	New Position
BKNGBooking Holdings Recent Activity New Position	0.01%	$42,121 10 shares@ $4212.1 avg price	New Position
DVNDevon Energy Recent Activity New Position	0.01%	$31,296 800 shares@ $39.12 avg price	New Position
JBNDJp Morgan Recent Activity New Position	0.01%	$28,910 529 shares@ $54.66 avg price	New Position
INTCIntel Corp Recent Activity New Position	0.01%	$25,806 1,100 shares@ $23.46 avg price	New Position
CYBNCybin Inc Recent Activity New Position	0.01%	$24,447 2,750 shares@ $8.89 avg price	New Position