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 |
|---|---|---|---|---|---|---|---|---|---|
| VODAFONE GROUP PLC NEW | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,701 | 17.26 | 12-31-2023 |
| INMODE LTD | SHS | 1952 | $238,000 | 11,035 | 0.00 | 0.00 | 953 | 9.45 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 1953 | $238,000 | 13,123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENOVIX CORPORATION | COM | 1954 | $236,000 | 29,495 | 0.00 | 0.00 | -83 | -0.28 | 03-31-2024 |
