Householder Group Estate & Retirement Specialist, LLC Vanguard Russell 2000 ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$65.62 - $82.7 $984 - $1,240	-15 Reduced 30.61%	34 $2,000
Q3 2023 Oct 10, 2023	SELL	$70.52 - $80.31 $987 - $1,124	-14 Reduced 22.22%	49 $3,000
Q1 2023 Apr 13, 2023	BUY	$68.74 - $80.05 $4,330 - $5,043	63 New	63 $5,000
Q3 2022 Oct 11, 2022	BUY	$66.63 - $81.11 $7,262 - $8,840	109 New	109 $7,000

Others Institutions Holding VTWO

# of Institutions

652

Shares Held

76.7M

Call Options Held

83.7K

Put Options Held

67K

Bank Of America Corp Charlotte, NC

26.1M
Shares

$2.11 Billion
0.2% of portfolio
Morgan Stanley New York, NY

7.02M
Shares

$569 Million
0.05% of portfolio
Natixis Advisors, L.P. Boston, MA

5.69M
Shares

$461 Million
0.95% of portfolio
Wells Fargo & Company San Francisco, CA

4.53M
Shares

$367 Million
0.09% of portfolio
Jones Financial Companies Lllp

2.72M
Shares

$221 Million
0.23% of portfolio

View Full List

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