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 |
|---|---|---|---|---|---|---|---|---|---|
| GEVO INC | Common Stock | 2401 | $2,306 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 | |
| ISHARES U S | MF Closed and MF Open | 2402 | $2,214 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| AMERICAN CENTURY | MF Closed and MF Open | 2403 | $2,213 | 51 | 0.00 | 51 | +Inf | 03-31-2024 | |
| Dell Technologies Inc | Stock/ETF | 2404 | $2,168 | 19 | 0.00 | 19 | +Inf | 03-31-2024 |
