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 |
|---|---|---|---|---|---|---|---|---|---|
| NETAPP INC | Common Stock | 2501 | $1,575 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
| NOVOCURE LTD | Common Stock | 2502 | $1,563 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| CHARGEPOINT HOLDINGS | Common Stock | 2503 | $1,520 | 800 | 0.00 | 800 | +Inf | 03-31-2024 | |
| Vincerx Pharma Inc | Stock/ETF | 2504 | $1,518 | 300 | 0.00 | 300 | +Inf | 03-31-2024 |
