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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | Liquidated | $440,000 | 10,267 | 0.00 | 0.00 | 10,267 | +Inf | 03-31-2024 |
| DBX ETF TR | XTRACK USD HIGH | 1552 | $437,000 | 12,230 | 0.00 | 0.00 | 79 | 0.65 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST FD OF BU | 1553 | $437,000 | 15,634 | 0.00 | 15,634 | +Inf | 03-31-2024 | |
| PROSHARES TR | BITCOIN STRATE | Liquidated | $437,000 | 13,534 | 0.00 | 0.00 | 13,534 | +Inf | 03-31-2024 |
