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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 251 | $4,276,000 | 4,276,312 | 0.00 | 0.00 | 20,566 | 0.48 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 252 | $4,254,000 | 49,189 | 0.00 | 0.00 | 32,441 | 193.70 | 03-31-2024 |
| METLIFE INC | COM | 253 | $4,226,000 | 57,026 | 0.00 | 0.00 | -579 | -1.01 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 254 | $4,047,000 | 65,640 | 0.00 | 0.00 | -18,518 | -22.00 | 03-31-2024 |
