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 MSCI | MF Closed and MF Open | 2351 | $2,683 | 52 | 0.00 | 52 | +Inf | 03-31-2024 | |
| REVVITY INC | Common Stock | 2352 | $2,625 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
| SPDR SERIES | MF Closed and MF Open | 2353 | $2,617 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
| SPDR S&P | MF Closed and MF Open | 2354 | $2,591 | 55 | 0.00 | 55 | +Inf | 03-31-2024 |
