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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | ETF | 1301 | $102,258 | 2,060 | 0.00 | 0.00 | 1,675 | 435.06 | 03-31-2024 |
| GLOBAL NET LEASE INC COM NEW | REIT | 1302 | $101,771 | 13,098 | 0.00 | 13,098 | +Inf | 03-31-2024 | |
| PENNANTPARK FLOATING RATE CAP COM | CEF | 1303 | $101,555 | 8,924 | 0.00 | 0.00 | -350 | -3.77 | 03-31-2024 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 1304 | $101,538 | 1,398 | 0.00 | 0.00 | -6,229 | -81.67 | 03-31-2024 |
