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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE GRWTH ETF | 401 | $2,558,000 | 24,648 | 0.00 | 0.00 | 865 | 3.64 | 03-31-2024 |
| KROGER CO | COM | 402 | $2,555,000 | 44,722 | 0.00 | 0.00 | 3,524 | 8.55 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 403 | $2,550,000 | 20,703 | 0.00 | 0.00 | -19,899 | -49.01 | 03-31-2024 |
| PACCAR INC | COM | 404 | $2,524,000 | 20,375 | 0.00 | 0.00 | 721 | 3.67 | 03-31-2024 |
