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 | MF Closed and MF Open | 2001 | $6,713 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| AXCELIS TECHNOLOGIES | Common Stock | 2002 | $6,691 | 60 | 0.00 | 60 | +Inf | 03-31-2024 | |
| INSTEEL INDUSTRIES | Common Stock | 2003 | $6,653 | 174 | 0.00 | 174 | +Inf | 03-31-2024 | |
| Aquestive Therapeutics Inc | Stock/ETF | 2004 | $6,603 | 1,550 | 0.00 | 1,550 | +Inf | 03-31-2024 |
