Householder Group Estate & Retirement Specialist, LLC Spdr S&P 600 Small Cap Value E Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	BUY	$72.3 - $86.64 $394,758 - $473,054	5,460 New	5,460 $416,000
Q2 2022 Jul 18, 2022	SELL	$70.38 - $84.1 $483,862 - $578,187	-6,875 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$78.85 - $87.08 $542,093 - $598,675	6,875 New	6,875 $573,000

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$245 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$137 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$126 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$84.2 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$83.5 Million
4.36% of portfolio

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