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
INVESCO EXCHANGE MF Closed and MF Open Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
INVESCO S&P MF Closed and MF Open Liquidated $0 0 0.00 0 NaN 12-31-2023
FLEXSHARES CREDIT MF Closed and MF Open 1853 $0 0 0.00 0 NaN 03-31-2024
DIREXION DAILY MF Closed and MF Open Liquidated $0 0 0.00 25 +Inf 03-31-2024
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