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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR SMALL-CAP ETF | ETF | 2151 | $4,497 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | ETF | 2152 | $4,473 | 84 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK GAMING ETF | ETF | Liquidated | $0 | 0 | 0.00 | 101 | +Inf | 03-31-2024 | |
| PURE STORAGE INC CL A | Stock | 2154 | $4,419 | 85 | 0.00 | 0.00 | -715 | -89.38 | 03-31-2024 |
