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 CORE TOTAL USD BOND MARKET ETF | ETF | 551 | $548,767 | 12,037 | 0.00 | 0.00 | -51 | -0.42 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 552 | $546,631 | 10,080 | 0.00 | 0.00 | 3,882 | 62.63 | 03-31-2024 |
| FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | ETF | 553 | $543,113 | 11,996 | 0.00 | 0.00 | 3,407 | 39.67 | 03-31-2024 |
| ISHARES CHINA LARGE-CAP ETF | ETF | 554 | $541,235 | 22,486 | 0.00 | 0.00 | 22,193 | 7574.40 | 03-31-2024 |
