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
CARNIVAL PLC Common Stock 1601 $1,473 100 0.00 0.00 0 0.00 03-31-2024
INOVIO PHARMACEUTICALS Common Stock 1602 $1,471 106 0.00 106 +Inf 03-31-2024
INVESCO BUILDING MF Closed and MF Open 1603 $1,422 19 0.00 0.00 0 0.00 03-31-2024
NANO DIMENSION Common Stock 1604 $1,393 500 0.00 0.00 0 0.00 03-31-2024
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