Householder Group Estate & Retirement Specialist, LLC Principal Fds Principal Invt G Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$20.27 - $21.55 $33,344 - $35,449	1,645 New	1,645 $35,000

Others Institutions Holding IG

# of Institutions

Shares Held

5.92M

Call Options Held

Put Options Held

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$43.1 Million
0.98% of portfolio
Envestnet Asset Management Inc

2.06M
Shares

$41.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

674K
Shares

$13.6 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$11.8 Million
0.02% of portfolio
Insight Wealth Partners, LLC

158K
Shares

$3.19 Million
0.45% of portfolio

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