Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ICA GROUP WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 1357 | 499,117,714 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CHORD ENERGY | Common Stock | 2151 | $4,812 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
MARQETA INC | Common Stock | 2152 | $4,768 | 800 | 0.00 | 800 | +Inf | 03-31-2024 | |
VANGUARD CONSUMER | MF Closed and MF Open | 2153 | $4,766 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
Archer Aviation Inc A | Stock/ETF | 2154 | $4,759 | 1,030 | 0.00 | 1,030 | +Inf | 03-31-2024 |