Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES BIOTECHNOLOGY ETF | ETF | 1151 | $172,504 | 1,257 | 0.00 | 0.00 | -23,859 | -95.00 | 03-31-2024 |
RANGE RES CORP COM | Stock | 1152 | $172,150 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL GROUP MUNICIPAL INCOME ETF | ETF | 1153 | $171,730 | 6,358 | 0.00 | 6,358 | +Inf | 03-31-2024 | |
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | ETF | 1154 | $170,562 | 6,865 | 0.00 | 0.00 | 5,413 | 372.80 | 03-31-2024 |