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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL COM NEW | Stock | 401 | $757,485 | 16,946 | 0.00 | 0.00 | 7,203 | 73.93 | 03-31-2024 |
| SCHWAB CHARLES CORP COM | Stock | 402 | $756,033 | 10,451 | 0.00 | 0.00 | 9,558 | 1070.32 | 03-31-2024 |
| INTERNATIONAL PAPER CO COM | Stock | 403 | $750,454 | 19,233 | 0.00 | 0.00 | 1,884 | 10.86 | 03-31-2024 |
| RIO TINTO PLC SPONSORED ADR | ADR | 404 | $749,950 | 11,766 | 0.00 | 0.00 | 1,451 | 14.07 | 03-31-2024 |
