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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
JMUBJp Morgan
Recent Activity
Decreased -0.6%
2.81%
$15.192M
296,315 shares@ $51.28 avg price
HAPVaneck Natural
Recent Activity
Increased 4.32%
2.79%
$15.043M
285,386 shares@ $52.72 avg price
IMCGIshares Morningstar
Recent Activity
Increased 3.22%
2.31%
$12.464M
170,805 shares@ $72.97 avg price
SPTMSpdr Portfolio
Recent Activity
Decreased -5.26%
2.26%
$12.194M
174,050 shares@ $70.06 avg price
HTABHartford Schroders
Recent Activity
Increased 25.67%
2.2%
$11.873M
599,321 shares@ $19.82 avg price
AVDEAvantis Intl
Recent Activity
Increased 8.9%
2.19%
$11.832M
176,522 shares@ $67.04 avg price
PULSPgim Ultra
Recent Activity
Increased 6.5%
2.04%
$11.025M
221,471 shares@ $49.78 avg price
CWISpdr Msci
Recent Activity
Decreased -1.65%
1.92%
$10.36M
340,329 shares@ $30.44 avg price
SPMDSpdr Portfolio
Recent Activity
Increased 8.72%
1.81%
$9.774M
178,746 shares@ $54.69 avg price
VIGVanguard Dividend
Recent Activity
Decreased -5.11%
1.38%
$7.451M
37,621 shares@ $198.07 avg price