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 |
|---|---|---|---|---|---|---|---|---|---|
| KINSALE CAPITAL | Common Stock | Liquidated | $0 | 0 | 0.00 | 4 | +Inf | 03-31-2024 | |
| ICAHN ENTERPRISES | Common Stock | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 | |
| HUBSPOT INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HIPPO HOLDINGS | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
