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 |
|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP | Common Stock | 1501 | $20,683 | 157 | 0.00 | 157 | +Inf | 03-31-2024 | |
| SPDR S&P | MF Closed and MF Open | 1502 | $20,529 | 317 | 0.00 | 317 | +Inf | 03-31-2024 | |
| WESTLAKE CHEMICAL | Common Stock | 1503 | $20,468 | 922 | 0.00 | 922 | +Inf | 03-31-2024 | |
| SUBURBAN PROPANE | Oil & Gas, Real Estate and REIT | 1504 | $20,430 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |
