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 |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS | Common Stock | 1451 | $3,190 | 11 | 0.00 | 0.00 | 8 | 266.67 | 03-31-2024 |
| ADVANSIX INC | Common Stock | 1452 | $3,170 | 110 | 0.00 | 0.00 | -3 | -2.65 | 03-31-2024 |
| VANGUARD RUSSELL | MF Closed and MF Open | 1453 | $3,098 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABSOLUTE WBI | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 140 | +Inf | 12-31-2023 |
