Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | ETF | 101 | $2,946,688 | 92,113 | 0.00 | 92,113 | +Inf | 03-31-2024 | |
| CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 102 | $2,941,128 | 90,496 | 0.00 | 90,496 | +Inf | 03-31-2024 | |
| EATON VANCE ENHANCED EQUITY IN COM | CEF | 103 | $2,933,016 | 145,415 | 0.00 | 0.00 | 34,584 | 31.20 | 03-31-2024 |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | ETF | 104 | $2,820,343 | 30,996 | 0.00 | 0.00 | -1,658 | -5.08 | 03-31-2024 |
