Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | 05-03-2024 | 03-31-2024 | 1277 | 336,101,210 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLOUDFLARE INC | Common Stock | 101 | $1,212,118 | 12,518 | 0.00 | 0.32 | 838 | 7.17 | 03-31-2024 |
| ALPHABET INC | Common Stock | 102 | $1,200,494 | 7,954 | 0.00 | 0.29 | 1,734 | 27.88 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 103 | $1,187,495 | 52,847 | 0.00 | 0.39 | -2,620 | -4.72 | 03-31-2024 |
| SPDR PORTFOLIO | MF Closed and MF Open | 104 | $1,181,992 | 29,034 | 0.00 | 0.39 | -977 | -3.26 | 03-31-2024 |
