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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | ETF | 1251 | $120,959 | 2,979 | 0.00 | 0.00 | -3,760 | -55.79 | 03-31-2024 |
| GLOBAL X LITHIUM & BATTERY TECH ETF | ETF | 1252 | $120,101 | 2,652 | 0.00 | 0.00 | -811 | -23.42 | 03-31-2024 |
| PENN ENTERTAINMENT INC COM | Stock | 1253 | $119,184 | 6,545 | 0.00 | 0.00 | 2,538 | 63.34 | 03-31-2024 |
| INVESCO PREFERRED ETF | ETF | 1254 | $119,157 | 10,030 | 0.00 | 0.00 | -17,813 | -63.98 | 03-31-2024 |
