Householder Group Estate & Retirement Specialist, LLC Invesco Exc Self Ind Tr Bullet Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$21.49 - $22.22 $773 - $799	36 Added 1.77%	2,070 $45,000
Q2 2024 Jul 17, 2024	BUY	$21.25 - $21.65 $43,222 - $44,036	2,034 New	2,034 $43,000

Others Institutions Holding BSJS

# of Institutions

Shares Held

6.59M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

823K
Shares

$18.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

430K
Shares

$9.45 Million
0.0% of portfolio
Morgan Stanley New York, NY

411K
Shares

$9.04 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

383K
Shares

$8.42 Million
0.08% of portfolio
Mercer Global Advisors Inc Denver, CO

360K
Shares

$7.92 Million
0.02% of portfolio

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