Householder Group Estate & Retirement Specialist, LLC Hartford Multifactor Developed Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$26.89 - $28.85 $22,937 - $24,609	-853 Reduced 86.51%	133 $3,000
Q1 2024 May 03, 2024	BUY	$26.48 - $28.04 $22,587 - $23,918	853 Added 641.35%	986 $27,000
Q1 2023 Apr 13, 2023	BUY	$24.92 - $26.74 $3,314 - $3,556	133 New	133 $4,000
Q3 2022 Oct 11, 2022	BUY	$21.66 - $26.01 $2,880 - $3,459	133 New	133 $2,000

Others Institutions Holding RODM

# of Institutions

113

Shares Held

32.3M

Call Options Held

Put Options Held

Cerity Partners LLC New York, NY

5.25M
Shares

$153 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$98.6 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$95.7 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$84.9 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$62.9 Million
1.61% of portfolio

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