Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ICA GROUP WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 1357 | 499,117,714 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US | MF Closed and MF Open | 101 | $1,889,784 | 23,437 | 0.00 | 23,437 | +Inf | 03-31-2024 | |
| SPDR BLOOMBERG | MF Closed and MF Open | 102 | $1,875,697 | 100,627 | 0.00 | 100,627 | +Inf | 03-31-2024 | |
| FIRST TRUST | MF Closed and MF Open | 103 | $1,868,596 | 107,888 | 0.00 | 107,888 | +Inf | 03-31-2024 | |
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 7,415 | +Inf | 03-31-2024 |
