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Jennifer Von Ruden

@Iag Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$540.975MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway
Recent Activity
Exited
0%
$1.224M
2 shares@ $612241.0 avg price
FMBFirst Trust
Recent Activity
Exited
0%
$53,460
1,047 shares@ $51.07 avg price
BUFRFirst Trust
Recent Activity
Exited
0%
$48,007
1,660 shares@ $28.92 avg price
SRLNSpdr Blackstone
Recent Activity
Exited
0%
$41,047
982 shares@ $41.8 avg price
JCPIJp Morgan
Recent Activity
Exited
0%
$30,351
650 shares@ $46.7 avg price
STIPIshares 0-5
Recent Activity
Exited
0%
$30,345
305 shares@ $99.5 avg price
CYBNCybin Inc
Recent Activity
Exited
0%
$28,323
104,513 shares@ $0.28 avg price
AORIshares Core
Recent Activity
Exited
0%
$28,160
500 shares@ $56.32 avg price
HALHalliburton Company
Recent Activity
Exited
0%
$25,875
766 shares@ $33.78 avg price
FDLFirst Trust
Recent Activity
Exited
0%
$22,910
604 shares@ $37.94 avg price