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 |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN ELECTRIC | Common Stock | 901 | $81,485 | 319 | 0.00 | 319 | +Inf | 03-31-2024 | |
| JACOBS SOLUTIONS | Common Stock | 902 | $81,477 | 530 | 0.00 | 530 | +Inf | 03-31-2024 | |
| JOHNSON CONTROLS | Common Stock | 903 | $80,736 | 1,236 | 0.00 | 1,236 | +Inf | 03-31-2024 | |
| ENBRIDGE INC | Common Stock | 904 | $80,399 | 2,222 | 0.00 | 2,222 | +Inf | 03-31-2024 |
