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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MILLS | Common Stock | 701 | $138,470 | 1,979 | 0.00 | 1,979 | +Inf | 03-31-2024 | |
| JPMORGAN BETABUILDERS | MF Closed and MF Open | 702 | $138,435 | 1,466 | 0.00 | 1,466 | +Inf | 03-31-2024 | |
| PIMCO EHNANCED | MF Closed and MF Open | 703 | $138,233 | 1,375 | 0.00 | 1,375 | +Inf | 03-31-2024 | |
| ISHARES RUSSELL | MF Closed and MF Open | 704 | $137,966 | 479 | 0.00 | 479 | +Inf | 03-31-2024 |
