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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST | MF Closed and MF Open | 751 | $122,472 | 2,140 | 0.00 | 2,140 | +Inf | 03-31-2024 | |
| BLACK HILLS | Common Stock | 752 | $122,140 | 2,237 | 0.00 | 2,237 | +Inf | 03-31-2024 | |
| VANGUARD MUNICIPAL | MF Closed and MF Open | 753 | $119,618 | 2,364 | 0.00 | 2,364 | +Inf | 03-31-2024 | |
| PULTEGROUP INC | Common Stock | 754 | $118,328 | 981 | 0.00 | 981 | +Inf | 03-31-2024 |
