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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO 0-5YR | MF Closed and MF Open | 1551 | $18,918 | 755 | 0.00 | 755 | +Inf | 03-31-2024 | |
| AIR PRODUCTS | Common Stock | 1552 | $18,897 | 78 | 0.00 | 78 | +Inf | 03-31-2024 | |
| HERSHEY COMPANY | Common Stock | 1553 | $18,867 | 97 | 0.00 | 97 | +Inf | 03-31-2024 | |
| FIRST TRUST | MF Closed and MF Open | 1554 | $18,689 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |
