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 |
|---|---|---|---|---|---|---|---|---|---|
| CASEYS GENL | Common Stock | 1151 | $47,289 | 148 | 0.00 | 148 | +Inf | 03-31-2024 | |
| JPMORGAN US | MF Closed and MF Open | 1152 | $47,073 | 1,131 | 0.00 | 1,131 | +Inf | 03-31-2024 | |
| PEAKSTONE REALTY | Common Stock | 1153 | $47,051 | 2,917 | 0.00 | 2,917 | +Inf | 03-31-2024 | |
| AXON ENTERPRISE | Common Stock | 1154 | $46,932 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |
