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 |
|---|---|---|---|---|---|---|---|---|---|
| LIVENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 14,572 | +Inf | 12-31-2023 | |
| ALLY FINL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -429 | -4.10 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 1853 | $267,000 | 12,941 | 0.00 | 0.00 | 18 | 0.14 | 03-31-2024 |
| SNAP INC | CL A | 1854 | $267,000 | 23,272 | 0.00 | 0.00 | 133 | 0.57 | 03-31-2024 |
