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 |
|---|---|---|---|---|---|---|---|---|---|
| HERBALIFE LTD | Common Stock | 1001 | $18,332 | 1,824 | 0.00 | 1,824 | +Inf | 03-31-2024 | |
| TELADOC HEALTH | Common Stock | 1002 | $18,332 | 1,214 | 0.00 | 0.03 | -2,367 | -66.10 | 03-31-2024 |
| INDEXIQ IQ | MF Closed and MF Open | 1003 | $18,293 | 750 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI | MF Closed and MF Open | 1004 | $18,261 | 410 | 0.00 | 0.00 | 297 | 262.83 | 03-31-2024 |
