Householder Group Estate & Retirement Specialist, LLC Pimco Enhanced Low Duration Ac 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
Q1 2024 May 03, 2024	SELL	$94.54 - $95.39 $3,970 - $4,006	-42 Reduced 12.28%	300 $28,000
Q4 2023 Jan 23, 2024	BUY	$93.33 - $95.07 $31,918 - $32,513	342 New	342 $32,000

Others Institutions Holding LDUR

# of Institutions

169

Shares Held

6.81M

Call Options Held

Put Options Held

Cwm, LLC

949K
Shares

$90.6 Million
0.37% of portfolio
Advocacy Wealth Management Services, LLC

819K
Shares

$78.2 Million
6.36% of portfolio
Td Capital Management LLC Memphis, TN

418K
Shares

$39.9 Million
4.09% of portfolio
Bank Of America Corp Charlotte, NC

360K
Shares

$34.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

307K
Shares

$29.3 Million
0.0% of portfolio

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