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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE EMERGING | MF Closed and MF Open | 2601 | $920 | 22 | 0.00 | 22 | +Inf | 03-31-2024 | |
| MITEK SYSTEMS | Common Stock | 2602 | $917 | 65 | 0.00 | 65 | +Inf | 03-31-2024 | |
| MANITOWOC COMPANY | Common Stock | 2603 | $891 | 63 | 0.00 | 63 | +Inf | 03-31-2024 | |
| INVESCO EMERGING | MF Closed and MF Open | 2604 | $880 | 43 | 0.00 | 43 | +Inf | 03-31-2024 |
