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 |
|---|---|---|---|---|---|---|---|---|---|
| MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | Stock | Liquidated | $0 | 0 | 0.00 | 305 | +Inf | 03-31-2024 | |
| KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 1802 | $16,365 | 1,635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DYNATRACE INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 03-31-2024 | |
| WILLSCOT MOBIL MINI HLDNG CORP COM CL A | Stock | 1804 | $16,136 | 347 | 0.00 | 347 | +Inf | 03-31-2024 |
