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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN MUNICIPAL ETF | ETF | 1701 | $24,152 | 476 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P METALS & MINING ETF | ETF | 1702 | $24,112 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CRANE COMPANY COMMON STOCK | Stock | 1703 | $23,875 | 177 | 0.00 | 177 | +Inf | 03-31-2024 | |
| CELANESE CORP DEL COM | Stock | 1704 | $23,776 | 138 | 0.00 | 0.00 | -50 | -26.60 | 03-31-2024 |
