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 |
|---|---|---|---|---|---|---|---|---|---|
| FT VEST U.S. EQUITY BUFFER ETF - AUGUST | ETF | 451 | $661,767 | 15,433 | 0.00 | 0.00 | 209 | 1.37 | 03-31-2024 |
| FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | ETF | 452 | $661,010 | 15,555 | 0.00 | 0.00 | -441 | -2.76 | 03-31-2024 |
| COCA COLA CO COM | Stock | 453 | $658,426 | 10,762 | 0.00 | 0.00 | 904 | 9.17 | 03-31-2024 |
| CHURCH & DWIGHT CO INC COM | Stock | 454 | $655,840 | 6,287 | 0.00 | 0.00 | -32 | -0.51 | 03-31-2024 |
