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 |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | Common Stock | 151 | $868,589 | 14,435 | 0.00 | 0.24 | 9,856 | 215.24 | 03-31-2024 |
| SPDR PORTFOLIO | MF Closed and MF Open | 152 | $860,776 | 16,137 | 0.00 | 0.25 | 225 | 1.41 | 03-31-2024 |
| INVESCO S&P | MF Closed and MF Open | 153 | $856,528 | 20,330 | 0.00 | 0.30 | -3,781 | -15.68 | 03-31-2024 |
| WASTE MANAGEMENT | Common Stock | 154 | $838,516 | 3,933 | 0.00 | 0.18 | 919 | 30.49 | 03-31-2024 |
