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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN PFD & INCOME OPPORTUNIT COM | CEF | 1601 | $34,368 | 4,780 | 0.00 | 4,780 | +Inf | 03-31-2024 | |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 1602 | $34,277 | 585 | 0.00 | 0.00 | -229 | -28.13 | 03-31-2024 |
| CORPAY INC COM SHS | Stock | 1603 | $34,248 | 111 | 0.00 | 111 | +Inf | 03-31-2024 | |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | ETF | 1604 | $34,003 | 704 | 0.00 | 0.00 | 352 | 100.00 | 03-31-2024 |
