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 |
|---|---|---|---|---|---|---|---|---|---|
| TIMKEN CO | Common Stock | 1701 | $13,552 | 155 | 0.00 | 155 | +Inf | 03-31-2024 | |
| NEUROCRINE BIOSCIENCES | Common Stock | 1702 | $13,378 | 97 | 0.00 | 97 | +Inf | 03-31-2024 | |
| Invesco S&P International Developed Momentum | Stock/ETF | 1703 | $13,330 | 317 | 0.00 | 317 | +Inf | 03-31-2024 | |
| PIEDMONT LITHIUM | Common Stock | 1704 | $13,320 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |
