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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | VEST FUND OF DEP | 801 | $1,304,000 | 55,258 | 0.00 | 55,258 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P SML 600 GWT | Liquidated | $0 | 0 | 0.00 | 10,349 | +Inf | 03-31-2024 | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 803 | $1,284,000 | 19,490 | 0.00 | 0.00 | -899 | -4.41 | 03-31-2024 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 804 | $1,282,000 | 41,011 | 0.00 | 0.00 | 5,003 | 13.89 | 03-31-2024 |
