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
VANECK SOCIAL MF Closed and MF Open 1751 $345 16 0.00 0.00 0 0.00 03-31-2024
KELLANOVA Common Stock 1752 $344 6 0.00 0.00 0 0.00 03-31-2024
LITHIUM AMERS Common Stock 1753 $336 50 0.00 0.00 0 0.00 03-31-2024
F&G ANNUITIES Common Stock 1754 $336 8 0.00 0.00 0 0.00 03-31-2024
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