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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST | MF Closed and MF Open | 351 | $325,079 | 8,448 | 0.00 | 0.10 | 0 | 0.00 | 03-31-2024 |
| EXTRA SPACE | Common Stock | 352 | $323,715 | 2,202 | 0.00 | 0.13 | -259 | -10.52 | 03-31-2024 |
| WASTE CONNECTIONS | Common Stock | 353 | $322,895 | 1,877 | 0.00 | 0.10 | -119 | -5.96 | 03-31-2024 |
| CVR PARTNERS | Oil & Gas, Real Estate and REIT | 354 | $317,330 | 4,037 | 0.00 | 0.10 | -737 | -15.44 | 03-31-2024 |
