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 |
|---|---|---|---|---|---|---|---|---|---|
| STANLEY BLACK | Common Stock | 551 | $221,384 | 2,261 | 0.00 | 2,261 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | Liquidated | $0 | 0 | 0.00 | 8,418 | +Inf | 03-31-2024 | |
| AMERICAN ELEC PWR CO INC | COM | Liquidated | $0 | 0 | 0.00 | 2,932 | +Inf | 03-31-2024 | |
| GENERAL ELECTRIC | Common Stock | 554 | $219,995 | 1,253 | 0.00 | 1,253 | +Inf | 03-31-2024 |
