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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR GROWTH ACCELERATED PLUS ETF - JULY | ETF | 851 | $302,390 | 10,291 | 0.00 | 0.00 | -2,870 | -21.81 | 03-31-2024 |
| ISHARES S&P 100 ETF | ETF | 852 | $299,304 | 1,210 | 0.00 | 1,210 | +Inf | 03-31-2024 | |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | ETF | 853 | $299,039 | 8,964 | 0.00 | 8,964 | +Inf | 03-31-2024 | |
| FIDELITY HIGH DIVIDEND ETF | ETF | 854 | $298,794 | 6,594 | 0.00 | 0.00 | 3,074 | 87.33 | 03-31-2024 |
