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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | ESG AWR MSCI EM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,460 | -32.33 | 12-31-2023 |
| DOUBLELINE INCOME SOLUTIONS | Stock | 1602 | $408,000 | 32,103 | 0.00 | 0.00 | -10,737 | -25.06 | 03-31-2024 |
| EATON VANCE LTD DURATION INC | COM | 1603 | $407,000 | 41,769 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 1604 | $402,000 | 12,501 | 0.00 | 0.00 | -51 | -0.41 | 03-31-2024 |
