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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER GLOBAL | MF Closed and MF Open | 751 | $47,539 | 1,370 | 0.00 | 0.00 | 1,270 | 1270.00 | 03-31-2024 |
| NOVARTIS AG | Common Stock | 752 | $47,398 | 490 | 0.00 | 0.01 | 292 | 147.47 | 03-31-2024 |
| JACOBS SOLUTIONS | Common Stock | 753 | $47,350 | 308 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES CORE | MF Closed and MF Open | 754 | $47,058 | 701 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
