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 |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 151 | $6,274,000 | 78,264 | 0.00 | 0.00 | 1,023 | 1.32 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 152 | $6,256,000 | 27,805 | 0.00 | 0.00 | -160 | -0.57 | 03-31-2024 |
| FIDELITY COMWLTH TR | Stock | 153 | $6,225,000 | 96,666 | 0.00 | 0.00 | -26,638 | -21.60 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 154 | $6,219,000 | 34,458 | 0.00 | 0.00 | 10,134 | 41.66 | 03-31-2024 |
