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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK PREFERRED SECURITIES EX FINANCIALS ETF | ETF | 951 | $259,232 | 14,654 | 0.00 | 0.00 | 5,712 | 63.88 | 03-31-2024 |
| COLGATE PALMOLIVE CO COM | Stock | 952 | $258,643 | 2,872 | 0.00 | 0.00 | 990 | 52.60 | 03-31-2024 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 953 | $257,667 | 2,805 | 0.00 | 0.00 | -57 | -1.99 | 03-31-2024 |
| AUTODESK INC COM | Stock | 954 | $257,035 | 987 | 0.00 | 0.00 | 491 | 98.99 | 03-31-2024 |
