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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | Common Stock | 401 | $269,659 | 9,717 | 0.00 | 0.09 | 399 | 4.28 | 03-31-2024 |
| CHEMED CORP | Common Stock | 402 | $268,327 | 418 | 0.00 | 0.08 | 0 | 0.00 | 03-31-2024 |
| SERVICENOW INC | Common Stock | 403 | $267,601 | 351 | 0.00 | 0.08 | 16 | 4.78 | 03-31-2024 |
| VANGUARD MID | MF Closed and MF Open | 404 | $267,075 | 1,713 | 0.00 | 0.08 | 37 | 2.21 | 03-31-2024 |
