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 NORTH AMERICAN NATURAL RESOURCES ETF | ETF | 351 | $883,379 | 19,635 | 0.00 | 0.00 | 945 | 5.06 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 352 | $865,761 | 11,835 | 0.00 | 0.00 | 1,599 | 15.62 | 03-31-2024 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 353 | $857,209 | 8,381 | 0.00 | 0.00 | -270 | -3.12 | 03-31-2024 |
| GILEAD SCIENCES INC COM | Stock | 354 | $849,956 | 11,603 | 0.00 | 0.00 | 2,769 | 31.34 | 03-31-2024 |
