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 IBONDS DEC 2024 TERM CORPORATE ETF | ETF | 701 | $409,117 | 16,332 | 0.00 | 0.00 | -1,101 | -6.32 | 03-31-2024 |
| FIDELITY MSCI FINANCIALS INDEX ETF | ETF | 702 | $409,050 | 6,886 | 0.00 | 0.00 | -193 | -2.73 | 03-31-2024 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 703 | $408,432 | 1,274 | 0.00 | 0.00 | -212 | -14.27 | 03-31-2024 |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | ETF | 704 | $408,414 | 16,462 | 0.00 | 0.00 | -1,501 | -8.36 | 03-31-2024 |
