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 |
|---|---|---|---|---|---|---|---|---|---|
| ELANCO ANIMAL | Common Stock | 2551 | $1,319 | 81 | 0.00 | 81 | +Inf | 03-31-2024 | |
| WISDOMTREE JAPAN | MF Closed and MF Open | 2552 | $1,302 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
| PSQ Holdings Inc Class A | Stock/ETF | 2553 | $1,291 | 240 | 0.00 | 240 | +Inf | 03-31-2024 | |
| BONDBLOXX 1 YEAR | MF Closed and MF Open | 2554 | $1,290 | 26 | 0.00 | 26 | +Inf | 03-31-2024 |
