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 |
|---|---|---|---|---|---|---|---|---|---|
| CHART INDUSTRIES | Common Stock | 801 | $104,597 | 635 | 0.00 | 635 | +Inf | 03-31-2024 | |
| SHELL PLC | Common Stock | 802 | $104,519 | 1,559 | 0.00 | 1,559 | +Inf | 03-31-2024 | |
| CoStar Group Inc | Stock/ETF | 803 | $104,231 | 1,079 | 0.00 | 1,079 | +Inf | 03-31-2024 | |
| COPART INC | Common Stock | 804 | $102,634 | 1,772 | 0.00 | 1,772 | +Inf | 03-31-2024 |
