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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN BETABUILDERS | MF Closed and MF Open | 1301 | $32,234 | 536 | 0.00 | 536 | +Inf | 03-31-2024 | |
| FIRST TRUST | MF Closed and MF Open | 1302 | $32,159 | 691 | 0.00 | 691 | +Inf | 03-31-2024 | |
| INVESCO S&P | MF Closed and MF Open | 1303 | $31,790 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| Taylor Morrison Home Corp | Stock/ETF | 1304 | $31,085 | 500 | 0.00 | 500 | +Inf | 03-31-2024 |
