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
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
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