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 |
|---|---|---|---|---|---|---|---|---|---|
| Ameren Corp | Stock/ETF | 951 | $73,368 | 992 | 0.00 | 992 | +Inf | 03-31-2024 | |
| ISHARES BROAD | MF Closed and MF Open | 952 | $73,217 | 2,001 | 0.00 | 2,001 | +Inf | 03-31-2024 | |
| PALANTIR TECHNOLOGIES | Common Stock | 953 | $72,827 | 3,165 | 0.00 | 3,165 | +Inf | 03-31-2024 | |
| AMERICAN WATER | Common Stock | 954 | $72,001 | 589 | 0.00 | 589 | +Inf | 03-31-2024 |
