Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 101 | $8,263,000 | 196,978 | 0.00 | 0.00 | 8,113 | 4.30 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 102 | $8,180,000 | 55,033 | 0.00 | 0.00 | -202 | -0.37 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 103 | $8,165,000 | 63,134 | 0.00 | 0.00 | 19,026 | 43.14 | 03-31-2024 |
| DISNEY WALT CO | COM | 104 | $8,156,000 | 66,653 | 0.00 | 0.00 | 13,475 | 25.34 | 03-31-2024 |
