Householder Group Estate & Retirement Specialist, LLC Spdr S&P Software & Services E Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$106.52 - $130.59 $495,957 - $608,027	4,656 New	4,656 $573,000

Others Institutions Holding XSW

# of Institutions

Shares Held

1.24M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

420K
Shares

$82.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$25.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$16.6 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$14.5 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$13 Million
1.5% of portfolio

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