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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | SHRT HGH YLD MUN | 501 | $2,110,000 | 94,139 | 0.00 | 0.00 | 262 | 0.28 | 03-31-2024 |
| ISHARES SILVER TR | ISHARES | 502 | $2,102,000 | 92,413 | 0.00 | 0.00 | -1,188 | -1.27 | 03-31-2024 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 503 | $2,100,000 | 73,206 | 0.00 | 0.00 | -33,483 | -31.38 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 504 | $2,098,000 | 46,420 | 0.00 | 0.00 | 4,559 | 10.89 | 03-31-2024 |
