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 |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES | Common Stock | 1201 | $9,624 | 125 | 0.00 | 0.00 | -100 | -44.44 | 03-31-2024 |
| KROGER CO | Common Stock | 1202 | $9,551 | 167 | 0.00 | 0.00 | 1 | 0.60 | 03-31-2024 |
| SPDR SERIES | MF Closed and MF Open | 1203 | $9,500 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MISSION PRODUCE | Common Stock | 1204 | $9,496 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
