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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | ETF | 501 | $611,184 | 7,410 | 0.00 | 0.00 | 5,474 | 282.75 | 03-31-2024 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 502 | $608,905 | 7,285 | 0.00 | 0.00 | 510 | 7.53 | 03-31-2024 |
| CAPITAL SOUTHWEST CORP COM | CEF | 503 | $608,755 | 24,389 | 0.00 | 0.00 | 6,767 | 38.40 | 03-31-2024 |
| BARINGS BDC INC COM | CEF | 504 | $608,455 | 65,425 | 0.00 | 0.00 | -10,027 | -13.29 | 03-31-2024 |
