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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $12,978,000 | 79,687 | 0.00 | 0.00 | -8,676 | -9.82 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | 52 | $12,963,000 | 657,347 | 0.00 | 0.00 | -18,901 | -2.79 | 03-31-2024 |
| ELI LILLY & CO | COM | 53 | $12,824,000 | 16,485 | 0.00 | 0.00 | 4,622 | 38.96 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 54 | $12,786,000 | 83,975 | 0.00 | 0.00 | -6,686 | -7.37 | 03-31-2024 |
