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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | S&P 500 COVERED | 701 | $1,503,000 | 37,103 | 0.00 | 0.00 | -13,542 | -26.74 | 03-31-2024 |
| TJX COS INC NEW | COM | 702 | $1,498,000 | 14,774 | 0.00 | 14,774 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P BIOTECH | 703 | $1,495,000 | 15,756 | 0.00 | 0.00 | -1,235 | -7.27 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 704 | $1,472,000 | 23,027 | 0.00 | 0.00 | -4,945 | -17.68 | 03-31-2024 |
