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 |
|---|---|---|---|---|---|---|---|---|---|
| NORDSTROM INC | COM | 1701 | $348,000 | 17,186 | 0.00 | 0.00 | 89 | 0.52 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 2031 | 1702 | $346,000 | 16,990 | 0.00 | 16,990 | +Inf | 03-31-2024 | |
| ARBOR REALTY TRUST INC | COM | 1703 | $344,000 | 25,997 | 0.00 | 0.00 | 10,431 | 67.01 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -188 | -1.27 | 03-31-2024 |
