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 |
|---|---|---|---|---|---|---|---|---|---|
| PEAKSTONE REALTY TRUST COMMON SHARES | REIT | 1651 | $29,365 | 1,821 | 0.00 | 1,821 | +Inf | 03-31-2024 | |
| CLEAN ENERGY FUELS CORP COM | Stock | 1652 | $29,346 | 10,950 | 0.00 | 0.00 | 10,000 | 1052.63 | 03-31-2024 |
| NUVEEN DOW 30 DYNMC OVERWRT FD SHS | CEF | 1653 | $29,320 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI GLOBAL GOLD MINERS ETF | ETF | 1654 | $29,261 | 1,157 | 0.00 | 0.00 | -11,962 | -91.18 | 03-31-2024 |
