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 |
|---|---|---|---|---|---|---|---|---|---|
| BOEING COMPANY | Common Stock | 251 | $526,287 | 2,727 | 0.00 | 0.14 | 1,120 | 69.70 | 03-31-2024 |
| ISHARES MSCI | MF Closed and MF Open | 252 | $518,284 | 4,923 | 0.00 | 0.17 | -264 | -5.09 | 03-31-2024 |
| ISHARES CORE | MF Closed and MF Open | 253 | $505,190 | 8,701 | 0.00 | 0.15 | 50 | 0.58 | 03-31-2024 |
| ALTRIA GROUP | Common Stock | 254 | $500,866 | 11,482 | 0.00 | 0.14 | 1,200 | 11.67 | 03-31-2024 |
