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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN | MF Closed and MF Open | 651 | $169,222 | 3,354 | 0.00 | 3,354 | +Inf | 03-31-2024 | |
| PACER US | MF Closed and MF Open | 652 | $167,820 | 2,888 | 0.00 | 2,888 | +Inf | 03-31-2024 | |
| ISHARES MSCI | MF Closed and MF Open | 653 | $165,285 | 3,038 | 0.00 | 3,038 | +Inf | 03-31-2024 | |
| SYNOPSYS INC | Common Stock | 654 | $164,022 | 287 | 0.00 | 287 | +Inf | 03-31-2024 |
