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 MUN BD FDS | TAX EXEMPT BD | 601 | $1,731,000 | 34,200 | 0.00 | 0.00 | 566 | 1.68 | 03-31-2024 |
| JABIL INC | COM | Liquidated | $0 | 0 | 0.00 | 13,615 | +Inf | 12-31-2023 | |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | 603 | $1,721,000 | 36,993 | 0.00 | 0.00 | -16,207 | -30.46 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ BUYWRITE | 604 | $1,719,000 | 83,690 | 0.00 | 0.00 | 4,223 | 5.31 | 03-31-2024 |
