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 |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO COM | Stock | 151 | $2,023,505 | 7,709 | 0.00 | 0.00 | 992 | 14.77 | 03-31-2024 |
| SUPER MICRO COMPUTER INC COM | Stock | 152 | $1,941,278 | 1,922 | 0.00 | 1,922 | +Inf | 03-31-2024 | |
| ISHARES SELECT DIVIDEND ETF | ETF | 153 | $1,930,508 | 15,672 | 0.00 | 0.00 | 1,161 | 8.00 | 03-31-2024 |
| FIDELITY EMERGING MARKETS MULTIFACTOR ETF | ETF | 154 | $1,923,565 | 77,563 | 0.00 | 0.00 | 77,475 | 88039.77 | 03-31-2024 |
