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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE SML CP ETF | 851 | $1,214,000 | 19,175 | 0.00 | 0.00 | -3,067 | -13.79 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 852 | $1,209,000 | 28,943 | 0.00 | 0.00 | 372 | 1.30 | 03-31-2024 |
| DELL TECHNOLOGIES INC | CL C | 853 | $1,203,000 | 10,540 | 0.00 | 10,540 | +Inf | 03-31-2024 | |
| GAP INC | COM | 854 | $1,202,000 | 43,624 | 0.00 | 43,624 | +Inf | 03-31-2024 |
