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 |
|---|---|---|---|---|---|---|---|---|---|
| KENVUE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,957 | 49.28 | 03-31-2024 |
| TELADOC HEALTH INC | COM | 1752 | $319,000 | 21,105 | 0.00 | 0.00 | 2,198 | 11.63 | 03-31-2024 |
| NUVEEN REAL ASSET INCOME & G | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -744 | -2.45 | 12-31-2023 |
| NEW YORK CMNTY BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 467 | 1.53 | 03-31-2024 |
