Householder Group Estate & Retirement Specialist, LLC Columbia ETF Tr I Multi Sector Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$20.28 - $20.85 $131,292 - $134,982	6,474 Added 10.86%	66,060 $1.37 Million
Q2 2024 Jul 17, 2024	BUY	$20.19 - $20.62 $64,789 - $66,169	3,209 Added 5.69%	59,586 $1.21 Million
Q1 2024 May 03, 2024	BUY	$20.5 - $20.83 $196,103 - $199,259	9,566 Added 20.44%	56,377 $1.16 Million
Q4 2023 Jan 23, 2024	BUY	$19.21 - $20.87 $454,085 - $493,325	23,638 Added 102.01%	46,811 $976,000
Q3 2023 Oct 10, 2023	BUY	$19.42 - $20.59 $450,019 - $477,132	23,173 New	23,173 $451,000

Others Institutions Holding MUST

# of Institutions

Shares Held

12.6M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

2.62M
Shares

$53.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.71M
Shares

$35 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$25.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$24.8 Million
0.0% of portfolio
Amplius Wealth Advisors, LLC

639K
Shares

$13.1 Million
1.53% of portfolio

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