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 |
|---|---|---|---|---|---|---|---|---|---|
| SUN LIFE FINANCIAL INC. COM | Stock | 2051 | $6,659 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB SHORT-TERM US TREASURY ETF | ETF | 2052 | $6,605 | 137 | 0.00 | 137 | +Inf | 03-31-2024 | |
| AIR PRODS & CHEMS INC COM | Stock | 2053 | $6,584 | 27 | 0.00 | 0.00 | -143 | -84.12 | 03-31-2024 |
| AGILENT TECHNOLOGIES INC COM | Stock | 2054 | $6,548 | 45 | 0.00 | 0.00 | -472 | -91.30 | 03-31-2024 |
