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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST | MF Closed and MF Open | 801 | $39,031 | 682 | 0.00 | 0.03 | -1,049 | -60.60 | 03-31-2024 |
| ISHARES U S | MF Closed and MF Open | 802 | $38,194 | 357 | 0.00 | 0.01 | 2 | 0.56 | 03-31-2024 |
| SIMON PROPERTY | Common Stock | 803 | $38,183 | 244 | 0.00 | 0.01 | -10 | -3.94 | 03-31-2024 |
| VANGUARD CONSUMER | MF Closed and MF Open | 804 | $38,128 | 120 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
