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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PACIFIC CORP | Common Stock | 201 | $647,443 | 2,632 | 0.00 | 0.21 | 8 | 0.30 | 03-31-2024 |
| YUM BRANDS INC | Common Stock | 202 | $638,079 | 4,602 | 0.00 | 0.20 | 0 | 0.00 | 03-31-2024 |
| SPDR PORTFOLIO | MF Closed and MF Open | 203 | $634,007 | 17,689 | 0.00 | 0.18 | 1,170 | 7.08 | 03-31-2024 |
| PACER U S | MF Closed and MF Open | 204 | $629,740 | 12,810 | 0.00 | 0.18 | 1,260 | 10.91 | 03-31-2024 |
