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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | INDL | 301 | $3,506,000 | 27,835 | 0.00 | 0.00 | -5,495 | -16.49 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 302 | $3,492,000 | 30,154 | 0.00 | 30,154 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SM CP VAL ETF | 303 | $3,490,000 | 18,188 | 0.00 | 0.00 | -1,484 | -7.54 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE EQTY BFR | Liquidated | $0 | 0 | 0.00 | 89,134 | +Inf | 03-31-2024 |
