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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
SPLGSpdr Portfolio
Recent Activity
Decreased -0.2%
8.98%
$48.557M
719,253 shares@ $67.51 avg price
SPDWSpdr Portfolio
Recent Activity
Increased 2.72%
7.78%
$42.066M
1.12M shares@ $37.57 avg price
DLNWisdomtree U S
Recent Activity
Increased 2.19%
6.08%
$32.867M
418,365 shares@ $78.56 avg price
GSLCGoldman Sachs
Recent Activity
Increased 0.09%
5.53%
$29.894M
264,686 shares@ $112.95 avg price
MMITNew York Life
Recent Activity
Increased 3.4%
4.82%
$26.073M
1.06M shares@ $24.6 avg price
DONWisdomtree U S
Recent Activity
Increased 0.22%
4.63%
$25.043M
489,788 shares@ $51.14 avg price
IVVIshares Core
Recent Activity
Decreased -2.34%
4.54%
$24.544M
42,551 shares@ $576.82 avg price
GSIEGoldman Sachs
Recent Activity
Decreased -1%
3.68%
$19.892M
549,948 shares@ $36.17 avg price
PWVInvesco Large
Recent Activity
Increased 1.95%
3.27%
$17.648M
302,601 shares@ $58.33 avg price
VUGVanguard Growth
Recent Activity
Decreased -6.41%
3.07%
$16.576M
43,173 shares@ $383.94 avg price