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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWMONT CORP | Common Stock | 1851 | $9,151 | 255 | 0.00 | 255 | +Inf | 03-31-2024 | |
| VANGUARD S&P | MF Closed and MF Open | 1852 | $9,141 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
| THOMSON REUTERS | Common Stock | 1853 | $9,038 | 58 | 0.00 | 58 | +Inf | 03-31-2024 | |
| BHP GROUP | Common Stock | 1854 | $9,032 | 157 | 0.00 | 157 | +Inf | 03-31-2024 |
