Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALLEW ADVISORS INC | 04-11-2024 | 03-31-2024 | 108 | 144,926,505 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 151 | $343,352 | 2,199 | 0.00 | 0.00 | 54 | 2.52 | 03-31-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | Liquidated | $0 | 0 | 0.00 | 0.00 | -639 | -5.85 | 12-31-2023 |
| RENASANT CORP | COM | 153 | $323,158 | 11,182 | 0.00 | 0.00 | 51 | 0.46 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 154 | $314,391 | 10,767 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
