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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMPING WORLD | Common Stock | 1251 | $37,451 | 1,345 | 0.00 | 1,345 | +Inf | 03-31-2024 | |
| FIDELITY NATIONAL | Common Stock | 1252 | $37,429 | 505 | 0.00 | 505 | +Inf | 03-31-2024 | |
| FIRST TRUST | MF Closed and MF Open | 1253 | $37,359 | 1,575 | 0.00 | 1,575 | +Inf | 03-31-2024 | |
| FIRST TRUST | MF Closed and MF Open | 1254 | $36,829 | 1,300 | 0.00 | 1,300 | +Inf | 03-31-2024 |
