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 |
|---|---|---|---|---|---|---|---|---|---|
| SNOWFLAKE INC | Common Stock | 351 | $469,125 | 2,903 | 0.00 | 2,903 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MID CAP ETF | Liquidated | $0 | 0 | 0.00 | 2,250 | +Inf | 03-31-2024 | |
| OTTER TAIL | Common Stock | 353 | $462,083 | 5,348 | 0.00 | 5,348 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS MDCP VAL ETF | Liquidated | $0 | 0 | 0.00 | 4,353 | +Inf | 03-31-2024 |
