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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO COM | Stock | 651 | $442,337 | 1,943 | 0.00 | 0.00 | 756 | 63.69 | 03-31-2024 |
| PARAMOUNT GLOBAL CLASS B COM | Stock | 652 | $438,279 | 37,237 | 0.00 | 0.00 | -17,297 | -31.72 | 03-31-2024 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 653 | $426,575 | 8,407 | 0.00 | 0.00 | 6,337 | 306.14 | 03-31-2024 |
| SPDR GOLD SHARES | ETF | 654 | $426,046 | 2,071 | 0.00 | 0.00 | 139 | 7.19 | 03-31-2024 |
