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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES SILVER | Common Stock | 1401 | $26,300 | 1,156 | 0.00 | 1,156 | +Inf | 03-31-2024 | |
| Pacira Biosciences Com | Stock/ETF | 1402 | $26,298 | 900 | 0.00 | 900 | +Inf | 03-31-2024 | |
| NUVEEN FLOATING RATE | MF Closed and MF Open | 1403 | $26,190 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 | |
| PROSHARES S&P | MF Closed and MF Open | 1404 | $26,133 | 363 | 0.00 | 363 | +Inf | 03-31-2024 |
