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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP | Common Stock | 451 | $229,629 | 5,297 | 0.00 | 0.09 | -661 | -11.09 | 03-31-2024 |
| BOOKING HOLDINGS | Common Stock | 452 | $228,566 | 63 | 0.00 | 0.08 | -3 | -4.55 | 03-31-2024 |
| ISHARES TIPS | MF Closed and MF Open | 453 | $226,275 | 2,106 | 0.00 | 0.08 | -163 | -7.18 | 03-31-2024 |
| ORACLE CORP | Common Stock | 454 | $222,738 | 1,773 | 0.00 | 0.08 | -479 | -21.27 | 03-31-2024 |
