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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERGY INC | Common Stock | 1101 | $53,380 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| GARMIN LTD | Common Stock | 1102 | $53,296 | 358 | 0.00 | 358 | +Inf | 03-31-2024 | |
| INVESCO S&P | MF Closed and MF Open | 1103 | $53,064 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
| Avantis US Small Cap Value ETF | Stock/ETF | 1104 | $52,667 | 562 | 0.00 | 562 | +Inf | 03-31-2024 |
