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 |
|---|---|---|---|---|---|---|---|---|---|
| GSK PLC | Common Stock | 701 | $61,655 | 1,438 | 0.00 | 0.02 | 0 | 0.00 | 03-31-2024 |
| DISCOVER FINANCIAL | Common Stock | 702 | $61,351 | 468 | 0.00 | 0.01 | 117 | 33.33 | 03-31-2024 |
| INTERNATIONAL BANCSHARES | Common Stock | 703 | $61,083 | 1,088 | 0.00 | 0.02 | 14 | 1.30 | 03-31-2024 |
| ISHARES MBS | MF Closed and MF Open | 704 | $60,948 | 659 | 0.00 | 0.02 | 19 | 2.97 | 03-31-2024 |
