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 |
|---|---|---|---|---|---|---|---|---|---|
| RITHM CAPITAL CORP | COM NEW | 1251 | $672,000 | 58,899 | 0.00 | 0.00 | 31 | 0.05 | 03-31-2024 |
| RIO TINTO PLC | SPONSORED ADR | 1252 | $669,000 | 10,093 | 0.00 | 0.00 | -1,637 | -13.96 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 1253 | $660,000 | 11,141 | 0.00 | 0.00 | 43 | 0.39 | 03-31-2024 |
| ISHARES TR | ESG MSCI USA ETF | Liquidated | $657,000 | 14,543 | 0.00 | 0.00 | 14,543 | +Inf | 03-31-2024 |
