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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI EM ETF | ETF | 1451 | $59,900 | 1,859 | 0.00 | 0.00 | -51 | -2.67 | 03-31-2024 |
| NORTH EUROPEAN OIL RTY TR SH BEN INT | Stock | 1452 | $59,500 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD RUSSELL 2000 GROWTH ETF | ETF | 1453 | $59,130 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | 1454 | $58,519 | 1,476 | 0.00 | 0.00 | 4 | 0.27 | 03-31-2024 |
