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 |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM | Common Stock | 51 | $4,107,434 | 22,771 | 0.00 | 22,771 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | GROWTH ETF | Liquidated | $0 | 0 | 0.00 | 14,829 | +Inf | 03-31-2024 | |
| VANGUARD S&P | MF Closed and MF Open | 53 | $3,982,071 | 8,284 | 0.00 | 8,284 | +Inf | 03-31-2024 | |
| ISHARES TR | IBOXX INV CP ETF | Liquidated | $0 | 0 | 0.00 | 35,459 | +Inf | 03-31-2024 |
