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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST | MF Closed and MF Open | 1051 | $58,741 | 536 | 0.00 | 536 | +Inf | 03-31-2024 | |
| SEAGATE TECHNOLOGY | Common Stock | 1052 | $58,529 | 629 | 0.00 | 629 | +Inf | 03-31-2024 | |
| DIAMONDBACK ENERGY | Common Stock | 1053 | $58,262 | 294 | 0.00 | 294 | +Inf | 03-31-2024 | |
| WISDOMTREE U S | MF Closed and MF Open | 1054 | $58,185 | 806 | 0.00 | 806 | +Inf | 03-31-2024 |
