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 |
|---|---|---|---|---|---|---|---|---|---|
| Yum China Holdings Inc | Stock/ETF | 2451 | $1,990 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
| Calamos Convertible Opps & income | Stock/ETF | 2452 | $1,986 | 175 | 0.00 | 175 | +Inf | 03-31-2024 | |
| NORDIC AMERICAN | Common Stock | 2453 | $1,960 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| Vanguard Long Term Corporate Bond Index ETF | Stock/ETF | 2454 | $1,956 | 25 | 0.00 | 25 | +Inf | 03-31-2024 |
