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 RUSSELL 1000 VALUE ETF | ETF | 901 | $278,278 | 1,554 | 0.00 | 0.00 | 140 | 9.90 | 03-31-2024 |
| JD.COM INC SPON ADR CL A | ADR | 902 | $277,699 | 10,139 | 0.00 | 0.00 | 3,742 | 58.50 | 03-31-2024 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 903 | $277,158 | 3,091 | 0.00 | 0.00 | 1,935 | 167.39 | 03-31-2024 |
| FT VEST US EQUITY DEEP BUFFER ETF - MARCH | ETF | 904 | $276,548 | 7,924 | 0.00 | 0.00 | 2,056 | 35.04 | 03-31-2024 |
