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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATIVE INDUSTRIAL | Common Stock | 1951 | $7,455 | 72 | 0.00 | 72 | +Inf | 03-31-2024 | |
| Winnebago Industries Inc | Stock/ETF | 1952 | $7,400 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| SCHWAB US | MF Closed and MF Open | 1953 | $7,326 | 120 | 0.00 | 120 | +Inf | 03-31-2024 | |
| EATON VANCE | MF Closed and MF Open | 1954 | $7,245 | 700 | 0.00 | 700 | +Inf | 03-31-2024 |
