ICA Group Wealth Management, LLC quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, ICA Group Wealth Management, LLC opened 0 positions, added to 0, reduced 1, sold out of 1 and left 0 unchanged. The largest increase in value was NUSTAR ENERGY (-$1,396); the largest decrease was CALUMET SPECIALTY (-$79,493).
- CALUMET SPECIALTY: Country of operation United States; Class Oil & Gas, Real Estate and REIT; Shares 2024-03-31 6,516; Shares 2024-06-30 1,080.
Two Form 13F-HR filings compared (SEC CIK 1944579): 2024-03-31 (filed 2024-05-14) and 2024-06-30 (filed 2024-08-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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