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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 1201 | $707,000 | 27,746 | 0.00 | 0.00 | 14,099 | 103.31 | 03-31-2024 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 1202 | $703,000 | 24,407 | 0.00 | 0.00 | 2,333 | 10.57 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 1203 | $701,000 | 10,742 | 0.00 | 10,742 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P BK ETF | Liquidated | $0 | 0 | 0.00 | 15,215 | +Inf | 03-31-2024 |
