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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 201 | $5,073,000 | 47,830 | 0.00 | 0.00 | 6,492 | 15.70 | 03-31-2024 |
| ISHARES TR | BLACKROCK ULTRA | 202 | $4,954,000 | 97,974 | 0.00 | 0.00 | -1,881 | -1.88 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 203 | $4,951,000 | 40,918 | 0.00 | 0.00 | -1,274 | -3.02 | 03-31-2024 |
| LISTED FD TR | ALEXIS PRACTICAL | 204 | $4,945,000 | 173,222 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
