Householder Group Estate & Retirement Specialist, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$144.27 - $157.55 $196,351 - $214,425	-1,361 Reduced 16.72%	6,777 $1.07 Million
Q2 2024 Jul 17, 2024	SELL	$138.56 - $148.14 $203,821 - $217,913	-1,471 Reduced 15.31%	8,138 $1.2 Million
Q1 2024 May 03, 2024	SELL	$131.2 - $145.63 $137,628 - $152,765	-1,049 Reduced 9.84%	9,609 $1.4 Million
Q4 2023 Jan 23, 2024	SELL	$116.41 - $132.43 $96,969 - $110,314	-833 Reduced 7.25%	10,658 $1.41 Million
Q3 2023 Oct 10, 2023	SELL	$120.57 - $126.74 $247,530 - $260,197	-2,053 Reduced 15.16%	11,491 $1.39 Million
Q1 2023 Apr 13, 2023	BUY	$109.24 - $117.82 $1.48 Million - $1.6 Million	13,544 New	13,544 $1.57 Million
Q3 2022 Oct 11, 2022	SELL	$101.57 - $120.35 $133,361 - $158,019	-1,313 Reduced 7.27%	16,738 $1.7 Million
Q2 2022 Jul 18, 2022	SELL	$103.89 - $125.61 $189,391 - $228,987	-1,823 Reduced 9.17%	18,051 $1.95 Million
Q1 2022 Apr 18, 2022	SELL	$115.85 - $130.79 $240,504 - $271,520	-2,076 Reduced 9.46%	19,874 $2.48 Million
Q4 2021 Apr 12, 2022	BUY	$118.83 - $131.16 $2.61 Million - $2.88 Million	21,950 New	21,950 $2.87 Million

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# of Institutions

167

Shares Held

7.05M

Call Options Held

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