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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 2001 | $8,197 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | ETF | 2002 | $8,157 | 274 | 0.00 | 274 | +Inf | 03-31-2024 | |
| LIVENT CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 374 | +Inf | 03-31-2024 | |
| ZOOM VIDEO COMMUNICATIONS INC CL A | Stock | 2004 | $8,041 | 123 | 0.00 | 0.00 | -107 | -46.52 | 03-31-2024 |
