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 |
|---|---|---|---|---|---|---|---|---|---|
| VENTAS INC | Common Stock | 1501 | $2,526 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WOLFSPEED INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 12-31-2023 | |
| REGAL REXNORD | Common Stock | 1503 | $2,515 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 1504 | $2,509 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
