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 |
|---|---|---|---|---|---|---|---|---|---|
| VISTRA CORP COM | Stock | 751 | $361,484 | 5,190 | 0.00 | 0.00 | 3,840 | 284.44 | 03-31-2024 |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | ETF | 752 | $360,547 | 12,840 | 0.00 | 0.00 | -2,940 | -18.63 | 03-31-2024 |
| CLOROX CO DEL COM | Stock | 753 | $360,503 | 2,355 | 0.00 | 0.00 | 86 | 3.79 | 03-31-2024 |
| FIDELITY LOW VOLATILITY FACTOR ETF | ETF | 754 | $355,596 | 6,330 | 0.00 | 0.00 | 4,855 | 329.15 | 03-31-2024 |
