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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST INDXX | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 421 | +Inf | 12-31-2023 | |
| FRANKLIN US | MF Closed and MF Open | 1052 | $15,503 | 290 | 0.00 | 290 | +Inf | 03-31-2024 | |
| CONSTELLATION BRANDS | Common Stock | 1053 | $15,380 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO S&P | MF Closed and MF Open | 1054 | $15,280 | 270 | 0.00 | 0.00 | 1 | 0.37 | 03-31-2024 |
