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 |
|---|---|---|---|---|---|---|---|---|---|
| LULULEMON ATHLETICA INC COM | Stock | 801 | $325,411 | 833 | 0.00 | 0.00 | 96 | 13.03 | 03-31-2024 |
| ISHARES CORE GROWTH ALLOCATION ETF | ETF | 802 | $323,888 | 5,818 | 0.00 | 0.00 | 1,944 | 50.18 | 03-31-2024 |
| ISHARES COHEN & STEERS REIT ETF | ETF | 803 | $322,351 | 5,587 | 0.00 | 0.00 | -170 | -2.95 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC COM | Stock | 804 | $321,548 | 3,735 | 0.00 | 0.00 | 1,963 | 110.78 | 03-31-2024 |
