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 RUSSELL MIDCAP ETF | ETF | 301 | $1,067,297 | 12,692 | 0.00 | 0.00 | 3,474 | 37.69 | 03-31-2024 |
| UNION PAC CORP COM | Stock | 302 | $1,066,426 | 4,336 | 0.00 | 0.00 | -73 | -1.66 | 03-31-2024 |
| CUMMINS INC COM | Stock | 303 | $1,061,498 | 3,603 | 0.00 | 0.00 | 329 | 10.05 | 03-31-2024 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 304 | $1,060,382 | 2,657 | 0.00 | 0.00 | -130 | -4.66 | 03-31-2024 |
