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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | Common Stock | 401 | $387,748 | 1,376 | 0.00 | 1,376 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFOLIO INTRMD | Liquidated | $0 | 0 | 0.00 | 12,327 | +Inf | 03-31-2024 | |
| KIMBERLY CLARK | Common Stock | 403 | $387,536 | 2,996 | 0.00 | 2,996 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFLI INTRMDIT | Liquidated | $0 | 0 | 0.00 | 13,875 | +Inf | 03-31-2024 |
