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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 1101 | $199,679 | 3,555 | 0.00 | 0.00 | 55 | 1.57 | 03-31-2024 |
| INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | ETF | 1102 | $199,359 | 8,127 | 0.00 | 8,127 | +Inf | 03-31-2024 | |
| OKTA INC CL A | Stock | 1103 | $199,092 | 1,903 | 0.00 | 0.00 | 1,174 | 161.04 | 03-31-2024 |
| BWX TECHNOLOGIES INC COM | Stock | 1104 | $197,612 | 1,926 | 0.00 | 0.00 | 1,524 | 379.10 | 03-31-2024 |
