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 |
|---|---|---|---|---|---|---|---|---|---|
| CLOROX CO DEL | COM | 351 | $3,046,000 | 19,896 | 0.00 | 0.00 | -336 | -1.66 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 352 | $3,015,000 | 13,188 | 0.00 | 0.00 | -4,193 | -24.12 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 353 | $2,979,000 | 52,235 | 0.00 | 52,235 | +Inf | 03-31-2024 | |
| SPDR SER TR | AEROSPACE DEF | 354 | $2,948,000 | 20,979 | 0.00 | 0.00 | 5,062 | 31.80 | 03-31-2024 |
