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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MILLS | Common Stock | 551 | $131,965 | 1,886 | 0.00 | 0.04 | -201 | -9.63 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 552 | $131,663 | 5,550 | 0.00 | 0.08 | -5,212 | -48.43 | 03-31-2024 |
| BLACKSTONE INC | Common Stock | 553 | $131,634 | 1,002 | 0.00 | 0.04 | 0 | 0.00 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 554 | $131,169 | 5,046 | 0.00 | 0.04 | 0 | 0.00 | 03-31-2024 |
