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 Core Conservative Allocation | Stock/ETF | 1801 | $10,201 | 277 | 0.00 | 277 | +Inf | 03-31-2024 | |
| MASTERBRAND INC | Common Stock | 1802 | $10,195 | 544 | 0.00 | 544 | +Inf | 03-31-2024 | |
| Nuveen Multi-Asset Income Fund | Stock/ETF | 1803 | $10,176 | 818 | 0.00 | 818 | +Inf | 03-31-2024 | |
| IQ 50 Percent Hedged FTSE International | Stock/ETF | 1804 | $10,061 | 375 | 0.00 | 375 | +Inf | 03-31-2024 |
