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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN REAL ASSET INCOME & G | Stock | 1651 | $378,000 | 31,643 | 0.00 | 0.00 | 1,843 | 6.18 | 03-31-2024 |
| ISHARES INC | JP MORGAN EM ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,360 | -61.58 | 03-31-2024 |
| AGNC INVT CORP | COM | 1653 | $375,000 | 37,467 | 0.00 | 37,467 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFOLIO INTRMD | 1654 | $374,000 | 11,427 | 0.00 | 0.00 | -3,566 | -23.78 | 03-31-2024 |
