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 TR | US TOTAL DIVIDND | Liquidated | $0 | 0 | 0.00 | 5,385 | +Inf | 03-31-2024 | |
| FORD MOTOR | Common Stock | 452 | $321,303 | 24,195 | 0.00 | 24,195 | +Inf | 03-31-2024 | |
| MERCK & COMPANY | Common Stock | 453 | $319,674 | 2,423 | 0.00 | 2,423 | +Inf | 03-31-2024 | |
| AT&T INC | COM | Liquidated | $0 | 0 | 0.00 | 21,282 | +Inf | 03-31-2024 |
