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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO ACTVELY MNGD ETC FD | ELC VEH MTLS CDT | Liquidated | $0 | 0 | 0.00 | 0.00 | 67 | 0.60 | 12-31-2023 |
| AMERICAN COASTAL INS CORP | COM | 2052 | $214,000 | 20,000 | 0.00 | 20,000 | +Inf | 03-31-2024 | |
| NUVEEN AMT FREE MUN CR INC F | COM | 2053 | $213,000 | 17,431 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CARNIVAL CORP | UNIT 99/99/9999 | 2054 | $212,000 | 12,971 | 0.00 | 0.00 | -1,749 | -11.88 | 03-31-2024 |
