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 |
|---|---|---|---|---|---|---|---|---|---|
| C3 AI | Common Stock | 1451 | $23,551 | 870 | 0.00 | 870 | +Inf | 03-31-2024 | |
| INVESCO S&P | MF Closed and MF Open | 1452 | $23,501 | 640 | 0.00 | 640 | +Inf | 03-31-2024 | |
| WHIRLPOOL CORP | Common Stock | 1453 | $23,328 | 195 | 0.00 | 195 | +Inf | 03-31-2024 | |
| TJX COS | Common Stock | 1454 | $23,327 | 230 | 0.00 | 230 | +Inf | 03-31-2024 |
